iSHARES TRUST - EFV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,658,594 | 4,435,616 | 1.19% | 1.12% | 1 | +6,780,227 | 12.82% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 20,848,511 | 1,550,086 | 0.41% | 0.38% | 2 | +1,312,413 | 6.72% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 16,987,705 | 1,263,035 | 0.07% | 0.06% | 3 | -46,701 | -0.27% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,973,824 | 1,038,980 | 1.26% | 1.19% | 4 | -232,836 | -1.64% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,400,498 | 969,660 | 0.06% | 0.06% | 5 | +109,638 | 0.82% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 11,968,016 | 889,822 | 0.05% | 0.05% | 6 | -17,878 | -0.15% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,342,735 | 768,982 | 0.06% | 0.05% | 7 | +736,906 | 7.67% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,441,607 | 536,130 | 0.26% | 0.29% | 8 | +671,437 | 9.92% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,885,302 | 511,904 | 0.12% | 0.08% | 9 | +1,801,094 | 35.43% | Q1 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,862,784 | 435,898 | 3.41% | 3.58% | 10 | -45,428 | -0.77% | Q1 2026 | Apr 07, 2026 |
| Auto-Owners Insurance Co | History | No change | 4,588,000 | 341,117 | 7.14% | 6.88% | 11 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,243,307 | 315,489 | 1.75% | 1.86% | 12 | -3,156,966 | -42.66% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,937,150 | 292,727 | 0.81% | 0.78% | 13 | -543,790 | -12.14% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 3,915,091 | 291,086 | 0.31% | 0.3% | 14 | +20,907 | 0.54% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,823,550 | 273,039 | 0.09% | 0.1% | 15 | -677,082 | -15.04% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 3,522,247 | 261,879 | 2.28% | 0.62% | 16 | +2,638,485 | 298.55% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,235,923 | 240,590 | 0.04% | 0.03% | 17 | +289,371 | 9.82% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,044,443 | 226,354 | 0.13% | 0.12% | 18 | +85,803 | 2.9% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 3,030,442 | 225,313 | 0.59% | 1.06% | 19 | -2,473,244 | -44.94% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,802,917 | 208,396 | 3.22% | 3.02% | 20 | +241,682 | 9.44% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,716,112 | 201,942 | 0.32% | 0.3% | 21 | +41,039 | 1.53% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,699,497 | 200,709 | 0.04% | 0.04% | 22 | -421,421 | -13.5% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,699,024 | 200,672 | 0.5% | 0.44% | 23 | -2,142 | -0.08% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,525,627 | 187,780 | 0.04% | 0.03% | 24 | -80,081 | -3.07% | Q1 2026 | Jul 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,481,489 | 184,498 | 0.03% | 0.03% | 25 | +87,482 | 3.65% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,443,575 | 181,679 | 0.66% | 0.53% | 26 | +407,636 | 20.02% | Q1 2026 | Jun 02, 2026 |
| Hamilton Capital, LLC | History | Reduced | 2,396,415 | 178,173 | 9.23% | 11.92% | 27 | -942,662 | -28.23% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,392,672 | 177,895 | 0.24% | 0.15% | 28 | +861,890 | 56.3% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,370,127 | 176,218 | 1.31% | 1.3% | 29 | +97,441 | 4.29% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,259,093 | 167,963 | 0.65% | — | 30 | +2,259,093 | New | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 2,246,847 | 167,053 | 0.0% | 0.01% | 31 | -2,031,557 | -47.48% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,203,124 | 163,802 | 0.05% | 0.05% | 32 | -231,516 | -9.51% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,175,844 | 161,774 | 3.28% | 1.89% | 33 | +864,405 | 65.91% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,067,115 | 153,689 | 2.11% | 1.94% | 34 | +168,048 | 8.85% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,009,214 | 149,385 | 2.58% | 2.45% | 35 | +80,474 | 4.17% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,959,652 | 145,700 | 1.81% | 1.69% | 36 | +154,207 | 8.54% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,921,972 | 142,898 | 1.4% | 1.33% | 37 | +22,287 | 1.17% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,779,015 | 132,269 | 0.08% | 0.09% | 38 | -238,926 | -11.84% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,760,693 | 130,907 | 0.71% | 0.68% | 39 | +24,157 | 1.39% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,746,906 | 129,882 | 0.02% | 0.02% | 40 | +283,366 | 19.36% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,646,319 | 122,403 | 2.23% | 0.93% | 41 | +684,355 | 71.14% | Q1 2026 | May 07, 2026 |
| JB Capital LLC | History | Reduced | 1,609,766 | 119,686 | 4.83% | 4.85% | 42 | -53,405 | -3.21% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,548,880 | 115,159 | 0.02% | 0.01% | 43 | +482,178 | 45.2% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,479,002 | 109,963 | 1.57% | 0.05% | 44 | +1,440,280 | 3719.54% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,477,400 | 109,844 | 0.15% | 0.18% | 45 | -369,023 | -19.99% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 1,458,273 | 108,596 | 0.12% | 0.12% | 46 | -45,441 | -3.02% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,335,086 | 99,263 | 1.19% | 1.23% | 47 | -159,497 | -10.67% | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,297,475 | 96,467 | 2.46% | 2.48% | 48 | -44,758 | -3.33% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,277,140 | 94,955 | 0.09% | 0.08% | 49 | +30,728 | 2.47% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,237,051 | 92,033 | 0.13% | 0.12% | 50 | +90,722 | 7.91% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 1,203,411 | 89,473 | 0.43% | 0.52% | 51 | -68,430 | -5.38% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 1,193,965 | 88,771 | 0.3% | 0.3% | 52 | -94,170 | -7.31% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,137,189 | 84,370 | 0.52% | 0.5% | 53 | -36,240 | -3.09% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,069,553 | 79,521 | 2.26% | 2.24% | 54 | -21,375 | -1.96% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,042,366 | 77,499 | 0.11% | 0.02% | 55 | +891,793 | 592.27% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,013,917 | 75,385 | 0.1% | 0.08% | 56 | +228,730 | 29.13% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 965,769 | 71,804 | 0.12% | 0.13% | 57 | -106,167 | -9.9% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 965,472 | 71,782 | 0.38% | 0.29% | 58 | +386,460 | 66.74% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 956,754 | 71,134 | 3.43% | 3.87% | 59 | -131,090 | -12.05% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 929,760 | 69,127 | 0.37% | 0.43% | 60 | -120,979 | -11.51% | Q1 2026 | May 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 899,157 | 66,852 | 6.38% | 6.34% | 61 | -20,243 | -2.2% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 897,493 | 66,329 | 0.13% | 0.14% | 62 | -219,660 | -19.66% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 888,630 | 66,069 | 0.08% | 0.07% | 63 | +21,411 | 2.47% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 869,450 | 64,643 | 0.26% | 0.24% | 64 | -13,157 | -1.49% | Q1 2026 | May 11, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 853,000 | 63,420 | 5.98% | 5.83% | 65 | -42,000 | -4.69% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 817,002 | 60,744 | 0.16% | 0.15% | 66 | +17,841 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 756,850 | 56,271 | 3.78% | 3.79% | 67 | -38,650 | -4.86% | Q1 2026 | Apr 28, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 737,659 | 54,844 | 12.85% | 12.15% | 68 | +14,682 | 2.03% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 731,227 | 52,981 | 1.31% | 1.19% | 69 | +40,713 | 5.9% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 695,201 | 51,688 | 0.58% | 0.57% | 70 | -12,781 | -1.81% | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 636,575 | 48,226 | 3.13% | 2.95% | 71 | +16,419 | 2.65% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 660,825 | 47,189 | 3.51% | 3.51% | 72 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 587,855 | 43,706 | 2.94% | 3.54% | 73 | -133,239 | -18.48% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 579,503 | 43,086 | 1.92% | 1.83% | 74 | +11,139 | 1.96% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 564,162 | 41,945 | 0.06% | 0.03% | 75 | +244,558 | 76.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 552,353 | 41,067 | 0.0% | 0.0% | 76 | +37,195 | 7.22% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 530,638 | 39,452 | 0.05% | 0.05% | 77 | -26,902 | -4.83% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 529,666 | 39,380 | 0.07% | 0.07% | 78 | -15,051 | -2.76% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 529,018 | 39,332 | 0.15% | 0.14% | 79 | +53,847 | 11.33% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 524,454 | 38,993 | 0.04% | 0.04% | 80 | +38,157 | 7.85% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 517,474 | 38,815 | 0.08% | 0.03% | 81 | +171,265 | 49.47% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 511,303 | 38,015 | 8.39% | 7.44% | 82 | +42,184 | 8.99% | Q1 2026 | Apr 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 505,687 | 37,597 | 0.07% | 0.06% | 83 | +220,592 | 77.37% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 505,340 | 37,572 | 0.28% | 0.29% | 84 | +4,841 | 0.97% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 504,891 | 37,538 | 0.52% | 0.5% | 85 | -26,374 | -4.96% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 504,780 | 37,530 | 3.59% | 3.7% | 86 | -37,266 | -6.88% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 492,654 | 36,628 | 0.18% | 0.19% | 87 | -19,578 | -3.82% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 490,491 | 36,468 | 1.38% | 1.36% | 88 | -31,402 | -6.02% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 480,438 | 36,162 | 0.34% | 0.45% | 89 | -114,045 | -19.18% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 474,030 | 35,243 | 0.06% | 0.06% | 90 | +6,112 | 1.31% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 473,879 | 35,232 | 0.01% | 0.01% | 91 | +9,855 | 2.12% | Q1 2026 | May 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 460,558 | 34,242 | 3.93% | 4.72% | 92 | -180,684 | -28.18% | Q1 2026 | May 01, 2026 |
| Elgethun Capital Management | History | Added to | 457,396 | 34,007 | 5.62% | 5.61% | 93 | +2,400 | 0.53% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 449,782 | 33,441 | 0.67% | 0.52% | 94 | +89,678 | 24.9% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 446,464 | 33,194 | 3.2% | 2.39% | 95 | +97,024 | 27.77% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Added to | 446,290 | 33,181 | 1.15% | 1.07% | 96 | +9,273 | 2.12% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 445,408 | 33,116 | 0.77% | 0.81% | 97 | -18,701 | -4.03% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 435,112 | 32,350 | 0.0% | 0.0% | 98 | +388,908 | 841.72% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 432,834 | 32,181 | 0.01% | 0.01% | 99 | +37,920 | 9.6% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 424,349 | 31,550 | 4.42% | 4.1% | 100 | +9,202 | 2.22% | Q1 2026 | Apr 13, 2026 |
| Townsend & Associates, Inc | History | Reduced | 398,130 | 30,604 | 2.64% | 3.36% | 101 | -114,918 | -22.4% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 385,060 | 28,629 | 0.09% | 0.08% | 102 | -4,779 | -1.23% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 383,650 | 28,524 | 5.11% | 4.32% | 103 | -6,291 | -1.61% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 383,014 | 28,477 | 0.29% | 0.36% | 104 | -24,548 | -6.02% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 379,340 | 28,203 | 0.05% | 0.05% | 105 | -41,495 | -9.86% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 371,785 | 27,642 | 0.86% | 0.85% | 106 | -5,498 | -1.46% | Q1 2026 | Apr 27, 2026 |
| Covenant Partners, LLC | History | No change | 380,699 | 27,185 | 7.95% | 7.95% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 364,701 | 27,115 | 0.56% | 0.15% | 108 | +265,793 | 268.73% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 355,107 | 26,402 | 0.23% | 0.2% | 109 | -24,941 | -6.56% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 348,591 | 25,917 | 0.4% | 0.36% | 110 | +16,563 | 4.99% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Added to | 347,480 | 25,835 | 7.28% | 6.79% | 111 | +17,516 | 5.31% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Added to | 345,574 | 25,693 | 0.7% | 0.04% | 112 | +326,480 | 1709.86% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 338,521 | 25,169 | 3.39% | 3.79% | 113 | -79,018 | -18.92% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 332,334 | 24,709 | 0.45% | 0.44% | 114 | -15,523 | -4.46% | Q1 2026 | Apr 10, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 328,617 | 24,432 | 6.44% | 6.16% | 115 | -1,291 | -0.39% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 327,574 | 24,355 | 0.74% | 0.85% | 116 | -36,879 | -10.12% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 322,068 | 23,945 | 0.26% | 0.11% | 117 | +182,033 | 129.99% | Q1 2026 | Apr 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 318,695 | 23,694 | 15.5% | 15.69% | 118 | -6,164 | -1.9% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 315,844 | 23,495 | 1.76% | 1.63% | 119 | -14,238 | -4.31% | Q1 2026 | May 20, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 311,343 | 23,148 | 5.48% | 5.05% | 120 | -8,393 | -2.62% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 310,963 | 23,120 | 0.01% | 0.01% | 121 | +6,925 | 2.28% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 309,221 | 22,990 | 0.28% | 0.27% | 122 | +9,275 | 3.09% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 321,564 | 22,962 | 4.65% | 4.65% | 123 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 306,738 | 22,805 | 1.33% | 1.37% | 124 | -19,003 | -5.83% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 306,706 | 22,804 | 0.11% | 0.11% | 125 | +10,921 | 3.69% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 298,813 | 22,216 | 0.36% | 0.37% | 126 | -17,833 | -5.63% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 286,610 | 21,309 | 3.63% | 3.4% | 127 | +10,107 | 3.66% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 285,911 | 21,257 | 0.17% | 0.25% | 128 | -7,143 | -2.44% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | New | 279,000 | 20,743 | 1.49% | — | 129 | +279,000 | New | Q1 2026 | May 15, 2026 |
| Valence8 US LP | History | Reduced | 277,964 | 20,666 | 7.22% | 7.61% | 130 | -81,709 | -22.72% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 271,794 | 20,207 | 0.48% | 0.48% | 131 | -4,847 | -1.75% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 268,679 | 19,976 | 1.16% | 1.05% | 132 | +19,349 | 7.76% | Q1 2026 | Apr 30, 2026 |
| West Wealth Group, LLC | History | Reduced | 263,080 | 19,560 | 3.87% | 6.78% | 133 | -194,639 | -42.52% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Reduced | 250,953 | 19,506 | 0.55% | 0.55% | 134 | -3,049 | -1.2% | Q1 2026 | Apr 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 261,321 | 19,429 | 1.21% | 1.24% | 135 | -8,364 | -3.1% | Q1 2026 | Jun 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 260,346 | 19,356 | 12.87% | 13.4% | 136 | -21,953 | -7.78% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 259,551 | 19,297 | 0.16% | 0.14% | 137 | +12,866 | 5.22% | Q1 2026 | May 01, 2026 |
| Trek Financial, LLC | History | Added to | 258,483 | 19,218 | 1.02% | 1.0% | 138 | +15,925 | 6.57% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Reduced | 257,409 | 19,138 | 3.24% | 4.75% | 139 | -141,021 | -35.39% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 256,430 | 19,065 | 1.88% | 1.86% | 140 | -9,593 | -3.61% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 252,134 | 18,746 | 0.09% | 0.1% | 141 | -43,749 | -14.79% | Q1 2026 | Apr 24, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 250,449 | 18,620 | 15.58% | 6.74% | 142 | +103,821 | 70.81% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 258,023 | 18,425 | 3.47% | 3.47% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Services | History | Reduced | 247,590 | 18,408 | 5.4% | 6.36% | 144 | -47,329 | -16.05% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 239,807 | 17,829 | 0.9% | 0.99% | 145 | -32,149 | -11.82% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 239,563 | 17,811 | 0.17% | 0.16% | 146 | -6,322 | -2.57% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 238,147 | 17,706 | 0.25% | 0.29% | 147 | +10 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 236,180 | 17,560 | 2.41% | 2.27% | 148 | +5,084 | 2.2% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Reduced | 234,801 | 17,457 | 0.94% | 0.9% | 149 | -3,643 | -1.53% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 234,711 | 17,450 | 5.44% | 5.23% | 150 | -2,951 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Reduced | 233,006 | 17,323 | 1.95% | 1.97% | 151 | -5,673 | -2.38% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 241,613 | 17,253 | 0.31% | 0.31% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 229,247 | 17,044 | 0.01% | 0.01% | 153 | +11,252 | 5.16% | Q1 2026 | May 12, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 228,561 | 16,993 | 11.86% | 11.33% | 154 | -3,306 | -1.43% | Q1 2026 | Apr 24, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 228,241 | 16,969 | 4.5% | 4.5% | 155 | -3,914 | -1.69% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 228,105 | 16,959 | 0.48% | 0.44% | 156 | -10,134 | -4.25% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 227,474 | 16,912 | 0.45% | 0.41% | 157 | +5,448 | 2.45% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 225,781 | 16,786 | 0.54% | 0.68% | 158 | -62,267 | -21.62% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 223,792 | 16,527 | 0.02% | 0.02% | 159 | +1,765 | 0.79% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 214,929 | 16,437 | 2.25% | 3.68% | 160 | -126,335 | -37.02% | Q1 2026 | Apr 28, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 220,341 | 16,382 | 6.67% | 6.49% | 161 | -2,669 | -1.2% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 223,545 | 15,963 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elevated Financial Group LLC | History | Added to | 214,510 | 15,948 | 5.18% | 5.04% | 163 | +10,377 | 5.08% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 213,989 | 15,910 | 0.12% | 0.11% | 164 | +15,644 | 7.89% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 213,629 | 15,883 | 0.05% | 0.03% | 165 | +34,525 | 19.28% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 208,157 | 15,769 | 0.28% | 0.47% | 166 | +68,237 | 48.77% | Q1 2026 | May 01, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 220,550 | 15,749 | 4.61% | 4.61% | 167 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Added to | 210,806 | 15,673 | 0.01% | 0.01% | 168 | +35,008 | 19.91% | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 206,400 | 15,345 | 0.53% | — | 169 | +206,400 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 206,293 | 15,337 | 0.36% | 0.75% | 170 | -225,351 | -52.21% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 206,244 | 15,334 | 2.0% | 2.11% | 171 | -32,658 | -13.67% | Q1 2026 | May 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 203,486 | 15,129 | 2.04% | 1.98% | 172 | -1,091 | -0.53% | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 203,162 | 15,105 | 0.87% | 0.84% | 173 | +6,283 | 3.19% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 201,774 | 15,001 | 4.29% | 0.21% | 174 | +194,173 | 2554.57% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 201,774 | 15,001 | 4.29% | 4.58% | 175 | -5,955 | -2.87% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 200,405 | 14,900 | 0.08% | 0.08% | 176 | -5,754 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 199,828 | 14,857 | 0.58% | 0.54% | 177 | +131,335 | 191.75% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 199,086 | 14,802 | 0.08% | 0.08% | 178 | -12,056 | -5.71% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 199,039 | 14,798 | 2.09% | 2.41% | 179 | -44,771 | -18.36% | Q1 2026 | Apr 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 199,035 | 14,798 | 4.61% | 3.88% | 180 | +17,927 | 9.9% | Q1 2026 | Apr 17, 2026 |
| Stonebrook Private Inc. | History | Reduced | 197,745 | 14,702 | 3.13% | 4.16% | 181 | -80,787 | -29.0% | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Reduced | 196,969 | 14,644 | 4.18% | 4.26% | 182 | -168 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Added to | 196,608 | 14,617 | 0.17% | 0.15% | 183 | +10,067 | 5.4% | Q1 2026 | Apr 16, 2026 |
| Apeiron RIA LLC | History | Reduced | 193,487 | 14,385 | 3.33% | 3.05% | 184 | -6,344 | -3.17% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 193,108 | 14,357 | 0.11% | 0.1% | 185 | -572 | -0.3% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 191,970 | 14,272 | 1.78% | 2.51% | 186 | -95,558 | -33.23% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 191,831 | 14,262 | 0.3% | 0.26% | 187 | +16,202 | 9.23% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 191,713 | 14,253 | 0.23% | 0.23% | 188 | +4,461 | 2.38% | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Group LLC | History | Reduced | 190,167 | 14,138 | 1.78% | 1.82% | 189 | -337 | -0.18% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 189,695 | 14,103 | 1.27% | 1.21% | 190 | +13,083 | 7.41% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 188,993 | 14,051 | 1.45% | 1.31% | 191 | +12,715 | 7.21% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 178,665 | 14,044 | 0.97% | 1.44% | 192 | -98,234 | -35.48% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 187,837 | 13,965 | 0.32% | 0.31% | 193 | +375 | 0.2% | Q1 2026 | May 12, 2026 |
| CSM Advisors, LLC | History | Added to | 187,565 | 13,947 | 0.34% | 0.35% | 194 | +6,508 | 3.59% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 185,208 | 13,940 | 0.24% | 0.17% | 195 | +53,325 | 40.43% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 185,312 | 13,777 | 5.81% | 5.56% | 196 | +4,109 | 2.27% | Q1 2026 | Apr 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 184,749 | 13,736 | 1.31% | 1.56% | 197 | +21,007 | 12.83% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 183,047 | 13,609 | 0.18% | 0.17% | 198 | +12,426 | 7.28% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 179,578 | 13,351 | 0.95% | 0.98% | 199 | -10,215 | -5.38% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 179,248 | 13,327 | 3.56% | 3.87% | 200 | +8,077 | 4.72% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Added to | 178,150 | 13,245 | 5.71% | 5.52% | 201 | +2,946 | 1.68% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 176,447 | 13,118 | 0.15% | 0.15% | 202 | -12,696 | -6.71% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 180,907 | 12,918 | 0.63% | 0.61% | 203 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 171,308 | 12,736 | 1.01% | 1.5% | 204 | -49,168 | -22.3% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 171,167 | 12,726 | 0.8% | 0.76% | 205 | -713 | -0.41% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 169,026 | 12,567 | 0.93% | 0.89% | 206 | -436 | -0.26% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 166,701 | 12,396 | 0.33% | 0.24% | 207 | +47,705 | 40.09% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 165,599 | 12,312 | 0.7% | 0.68% | 208 | +5,988 | 3.75% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 162,787 | 12,134 | 1.52% | 1.24% | 209 | +27,946 | 20.73% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 161,152 | 11,981 | 1.47% | 1.47% | 210 | -7,226 | -4.29% | Q1 2026 | Apr 10, 2026 |
| LifeWealth Investments, LLC | History | Added to | 160,908 | 11,963 | 3.57% | 3.26% | 211 | +16,843 | 11.69% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 158,685 | 11,798 | 2.0% | 2.45% | 212 | -23,438 | -12.87% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 157,669 | 11,722 | 0.19% | 0.15% | 213 | +46,120 | 41.35% | Q1 2026 | May 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 156,524 | 11,637 | 0.39% | 0.3% | 214 | +35,008 | 28.81% | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 155,926 | 11,593 | 3.01% | 2.97% | 215 | -3,278 | -2.06% | Q1 2026 | Apr 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 153,190 | 11,390 | 3.1% | 2.88% | 216 | +9,235 | 6.42% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 152,689 | 11,352 | 1.58% | 2.68% | 217 | -116,685 | -43.32% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 145,900 | 11,320 | 0.89% | 0.91% | 218 | +361 | 0.25% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Reduced | 151,649 | 11,275 | 0.46% | 0.4% | 219 | -6,905 | -4.35% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 150,468 | 11,187 | 1.55% | 1.23% | 220 | +27,013 | 21.88% | Q1 2026 | Apr 21, 2026 |
| Shum Financial Group, Inc. | History | Added to | 150,162 | 11,164 | 7.89% | 7.58% | 221 | +2,776 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 148,219 | 11,020 | 0.99% | 0.8% | 222 | +51,141 | 52.68% | Q1 2026 | May 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 148,063 | 11,008 | 3.34% | 2.93% | 223 | +16,973 | 12.95% | Q1 2026 | Apr 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 147,177 | 10,942 | 0.01% | 0.01% | 224 | +60,632 | 70.06% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 146,107 | 10,863 | 1.23% | 1.26% | 225 | -16,027 | -9.89% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 146,008 | 10,855 | 0.29% | 0.31% | 226 | -21,712 | -12.95% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 143,712 | 10,685 | 0.65% | 0.63% | 227 | +407 | 0.28% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 143,410 | 10,662 | 1.19% | 1.3% | 228 | -21,697 | -13.14% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Reduced | 139,822 | 10,395 | 1.82% | 1.87% | 229 | -2,155 | -1.52% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 139,440 | 10,367 | 0.0% | — | 230 | +139,440 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 137,801 | 10,245 | 0.04% | 0.04% | 231 | -419 | -0.3% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 135,999 | 10,111 | 4.16% | 4.04% | 232 | -7,505 | -5.23% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 135,365 | 10,064 | 0.75% | 0.74% | 233 | -3,979 | -2.86% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 134,908 | 10,030 | 0.42% | 0.4% | 234 | +715 | 0.53% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 134,031 | 9,965 | 0.0% | 0.0% | 235 | +4,778 | 3.7% | Q1 2026 | May 14, 2026 |
| Select Asset Management & Trust | History | New | 133,579 | 9,931 | 3.1% | — | 236 | +133,579 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 129,712 | 9,644 | 0.16% | 0.17% | 237 | -15,967 | -10.96% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 129,589 | 9,634 | 0.59% | 0.6% | 238 | -4,362 | -3.26% | Q1 2026 | Apr 13, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 126,810 | 9,428 | 2.91% | 4.38% | 239 | -76,750 | -37.7% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 126,343 | 9,393 | 0.32% | 0.31% | 240 | +2,840 | 2.3% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 126,124 | 9,377 | 0.22% | 0.2% | 241 | +69,282 | 121.89% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 124,520 | 9,258 | 0.02% | 0.12% | 242 | -708,315 | -85.05% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Reduced | 117,263 | 9,218 | 0.14% | 0.17% | 243 | -4,892 | -4.0% | Q1 2026 | Apr 20, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 123,893 | 9,211 | 2.98% | 4.1% | 244 | -49,645 | -28.61% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 123,242 | 9,163 | 0.26% | 0.28% | 245 | -15,966 | -11.47% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 123,115 | 9,153 | 0.33% | 0.35% | 246 | -7,242 | -5.56% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Reduced | 122,080 | 9,076 | 0.11% | 0.11% | 247 | -2,102 | -1.69% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 114,794 | 8,963 | 0.24% | 0.33% | 248 | +6,729 | 6.23% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 119,881 | 8,913 | 0.3% | 0.3% | 249 | -3,808 | -3.08% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 119,540 | 8,887 | 2.24% | 1.96% | 250 | +12,152 | 11.32% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 118,845 | 8,836 | 0.17% | 0.19% | 251 | -19,927 | -14.36% | Q1 2026 | Apr 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 116,996 | 8,698 | 1.35% | 1.23% | 252 | +12,321 | 11.77% | Q1 2026 | May 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 116,677 | 8,674 | 0.2% | 0.18% | 253 | -1,305 | -1.11% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 115,836 | 8,612 | 0.04% | 0.04% | 254 | +1,004 | 0.87% | Q1 2026 | May 26, 2026 |
| North Star Investment Management Corp. | History | Added to | 115,719 | 8,603 | 0.52% | 0.51% | 255 | +2,265 | 2.0% | Q1 2026 | Apr 23, 2026 |
| Kelly Financial Services LLC | History | Reduced | 115,336 | 8,543 | 2.06% | 3.56% | 256 | -83,361 | -41.95% | Q1 2026 | Apr 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 114,673 | 8,525 | 1.45% | 1.44% | 257 | -82 | -0.07% | Q1 2026 | Apr 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 113,822 | 8,462 | 7.01% | 6.97% | 258 | -548 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Capital Advantage, Inc. | History | Reduced | 113,218 | 8,417 | 1.1% | 1.1% | 259 | -664 | -0.58% | Q1 2026 | Apr 10, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 113,003 | 8,401 | 6.49% | 4.14% | 260 | +35,787 | 46.35% | Q1 2026 | Apr 20, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 112,952 | 8,397 | 3.02% | 1.87% | 261 | +40,788 | 56.52% | Q1 2026 | Apr 14, 2026 |
| 1ST SOURCE BANK | History | Reduced | 111,787 | 8,311 | 0.43% | 0.43% | 262 | -2,532 | -2.21% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 110,709 | 8,231 | 2.07% | 2.34% | 263 | +8,727 | 8.56% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 109,486 | 8,140 | 0.18% | 0.27% | 264 | -58,624 | -34.87% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 108,927 | 8,098 | 0.29% | 0.44% | 265 | -67,462 | -38.25% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 108,909 | 8,097 | 0.45% | 0.42% | 266 | +3,811 | 3.63% | Q1 2026 | Apr 23, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 108,676 | 8,080 | 0.24% | 0.25% | 267 | -9,592 | -8.11% | Q1 2026 | Apr 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 106,903 | 7,948 | 0.49% | 0.51% | 268 | +490 | 0.46% | Q1 2026 | Apr 28, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 106,795 | 7,940 | 4.52% | — | 269 | +106,795 | New | Q1 2026 | May 11, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 143,571 | 7,810 | 5.24% | 6.64% | 270 | -4,335 | -2.93% | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Added to | 104,946 | 7,802 | 4.02% | 3.63% | 271 | +5,001 | 5.0% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 101,434 | 7,631 | 0.02% | 0.03% | 272 | +41,302 | 68.69% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 102,270 | 7,603 | 0.87% | 0.8% | 273 | +1,470 | 1.46% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 101,761 | 7,565 | 2.22% | 2.25% | 274 | -1,766 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 101,000 | 7,509 | 0.41% | 0.37% | 275 | +3,255 | 3.33% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | No change | 104,712 | 7,477 | 0.67% | 0.67% | 276 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 100,149 | 7,446 | 0.06% | 0.05% | 277 | +4,849 | 5.09% | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 100,138 | 7,445 | 5.72% | 5.6% | 278 | +637 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 98,961 | 7,357 | 2.46% | 2.33% | 279 | +703 | 0.72% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 98,780 | 7,344 | 0.08% | 0.08% | 280 | +750 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 98,773 | 7,343 | 0.08% | 0.01% | 281 | +93,250 | 1688.39% | Q1 2026 | May 12, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 98,661 | 7,335 | 3.56% | 3.28% | 282 | +6,682 | 7.26% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 97,378 | 7,240 | 0.12% | 0.12% | 283 | +462 | 0.48% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 96,568 | 7,179 | 1.18% | 1.07% | 284 | +2,529 | 2.69% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 96,298 | 7,159 | 0.2% | 0.19% | 285 | +235 | 0.24% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 96,240 | 7,155 | 0.02% | 0.03% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 96,156 | 7,149 | 0.14% | 0.12% | 287 | -5,666 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | Added to | 104,944 | 7,118 | 3.22% | 3.26% | 288 | +540 | 0.52% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 93,723 | 6,968 | 2.0% | 1.99% | 289 | -3,594 | -3.69% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 93,379 | 6,942 | 5.06% | 4.72% | 290 | +1,865 | 2.04% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Reduced | 92,715 | 6,893 | 3.18% | 3.93% | 291 | -39,005 | -29.61% | Q1 2026 | May 08, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 92,637 | 6,887 | 4.57% | 4.47% | 292 | -157 | -0.17% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 91,247 | 6,784 | 0.1% | 0.16% | 293 | -56,686 | -38.32% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 87,487 | 6,701 | 2.93% | 2.78% | 294 | -4,029 | -4.4% | Q1 2026 | May 04, 2026 |
| Lantz Financial LLC | History | Added to | 89,694 | 6,668 | 1.38% | 1.32% | 295 | +2,099 | 2.4% | Q1 2026 | Apr 09, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 88,812 | 6,603 | 2.69% | 2.79% | 296 | -4,130 | -4.44% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 87,915 | 6,536 | 1.74% | 1.68% | 297 | -1,043 | -1.17% | Q1 2026 | Apr 16, 2026 |
| Clifford Group, LLC | History | Added to | 85,924 | 6,388 | 4.92% | 4.68% | 298 | +967 | 1.14% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 85,635 | 6,366 | 2.63% | 1.53% | 299 | +33,570 | 64.48% | Q1 2026 | Apr 08, 2026 |
| Noble Family Wealth, LLC | History | Added to | 85,453 | 6,353 | 1.31% | 1.21% | 300 | +5,248 | 6.54% | Q1 2026 | Apr 23, 2026 |
| Causey Wealth LLC | History | Reduced | 85,239 | 6,337 | 2.69% | 3.05% | 301 | -2,327 | -2.66% | Q1 2026 | May 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 84,741 | 6,300 | 1.33% | 1.34% | 302 | -4,049 | -4.56% | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 84,122 | 6,254 | 1.97% | 2.63% | 303 | -30,733 | -26.76% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Reduced | 83,479 | 6,206 | 0.28% | 0.28% | 304 | -2,175 | -2.54% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 82,046 | 6,100 | 0.19% | 0.14% | 305 | +19,641 | 31.47% | Q1 2026 | Apr 24, 2026 |
| Storen Legacy Partners, LLC | History | New | 81,829 | 6,084 | 1.91% | — | 306 | +81,829 | New | Q1 2026 | Apr 22, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 77,557 | 6,027 | 4.06% | 3.75% | 307 | +790 | 1.03% | Q1 2026 | Apr 10, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 80,855 | 6,011 | 2.16% | 2.5% | 308 | -16,432 | -16.89% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 80,841 | 6,006 | 0.75% | — | 309 | +80,841 | New | Q1 2026 | May 18, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 80,296 | 5,969 | 0.72% | 1.04% | 310 | -39,951 | -33.22% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 79,662 | 5,922 | 0.07% | 0.06% | 311 | -48 | -0.06% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 79,479 | 5,909 | 0.04% | 0.03% | 312 | +15,077 | 23.41% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 78,784 | 5,857 | 0.29% | 0.27% | 313 | +1,250 | 1.61% | Q1 2026 | May 05, 2026 |
| Robinswood Financial LLC | History | Reduced | 78,716 | 5,852 | 1.84% | 1.84% | 314 | -2,049 | -2.54% | Q1 2026 | Jul 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 78,655 | 5,847 | 0.06% | 0.17% | 315 | -139,235 | -63.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 78,449 | 5,832 | 0.0% | 0.0% | 316 | +61,027 | 350.29% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 77,957 | 5,796 | 0.46% | 0.43% | 317 | -106 | -0.14% | Q1 2026 | Apr 29, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 77,276 | 5,745 | 0.23% | 0.22% | 318 | -1,932 | -2.44% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 74,083 | 5,706 | 0.76% | 0.68% | 319 | +15,685 | 26.86% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 76,171 | 5,663 | 0.13% | 0.13% | 320 | +862 | 1.14% | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 76,126 | 5,659 | 2.46% | 2.15% | 321 | +7,843 | 11.49% | Q1 2026 | May 01, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 76,064 | 5,655 | 0.47% | 0.47% | 322 | -9,278 | -10.87% | Q1 2026 | May 07, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 75,630 | 5,623 | 2.63% | 3.11% | 323 | -15,411 | -16.93% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 75,600 | 5,620 | 0.43% | 0.43% | 324 | -4,356 | -5.45% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 74,689 | 5,553 | 0.12% | 0.13% | 325 | -9,324 | -11.1% | Q1 2026 | May 01, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 74,091 | 5,508 | 0.63% | 0.61% | 326 | -1,277 | -1.69% | Q1 2026 | May 01, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 73,688 | 5,479 | 1.33% | — | 327 | +73,688 | New | Q1 2026 | Apr 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 73,150 | 5,438 | 3.43% | 3.69% | 328 | -2,439 | -3.23% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 75,742 | 5,408 | 1.83% | 1.83% | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 72,321 | 5,377 | 2.66% | 3.92% | 330 | -34,318 | -32.18% | Q1 2026 | Apr 16, 2026 |
| Riverwater Partners LLC | History | No change | 72,288 | 5,374 | 1.79% | 2.0% | 331 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Architects, LLC | History | Reduced | 71,547 | 5,319 | 0.47% | 0.51% | 332 | -7,860 | -9.9% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 71,515 | 5,317 | 0.18% | 0.19% | 333 | +1,253 | 1.78% | Q1 2026 | May 06, 2026 |
| Symmetry Partners, LLC | History | Reduced | 70,493 | 5,241 | 0.3% | 0.32% | 334 | -6,096 | -7.96% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 70,479 | 5,240 | 0.03% | 0.05% | 335 | -67,946 | -49.09% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 70,081 | 5,210 | 0.11% | 0.12% | 336 | -2,152 | -2.98% | Q1 2026 | Apr 13, 2026 |
| New World Advisors LLC | History | Added to | 69,861 | 5,194 | 0.91% | 0.41% | 337 | +36,564 | 109.81% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 69,852 | 5,193 | 0.13% | 0.15% | 338 | -8,241 | -10.55% | Q1 2026 | Apr 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 69,033 | 5,132 | 1.08% | 1.14% | 339 | -13,011 | -15.86% | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 67,983 | 5,054 | 0.01% | 0.01% | 340 | +26,761 | 64.92% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 66,912 | 4,974 | 0.28% | 0.38% | 341 | +21,586 | 47.62% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 65,732 | 4,887 | 0.99% | 0.97% | 342 | -2,930 | -4.27% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 65,714 | 4,885 | 0.05% | 0.06% | 343 | +742 | 1.14% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 65,439 | 4,865 | 0.77% | 0.47% | 344 | +25,143 | 62.4% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 65,271 | 4,852 | 0.14% | 0.36% | 345 | -108,434 | -62.42% | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 64,566 | 4,800 | 0.61% | 0.12% | 346 | +51,420 | 391.15% | Q1 2026 | Apr 07, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 64,530 | 4,797 | 3.99% | 3.97% | 347 | -2,365 | -3.54% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Added to | 64,518 | 4,796 | 3.17% | 2.52% | 348 | +28,861 | 80.94% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 64,447 | 4,791 | 0.01% | 0.01% | 349 | +5,162 | 8.71% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 64,356 | 4,784 | 1.75% | 2.2% | 350 | -17,892 | -21.75% | Q1 2026 | Apr 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 64,216 | 4,774 | 0.52% | 0.55% | 351 | -5,973 | -8.51% | Q1 2026 | May 12, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 63,884 | 4,749 | 4.7% | 7.83% | 352 | -48,769 | -43.29% | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 63,473 | 4,719 | 2.97% | 2.82% | 353 | +891 | 1.42% | Q1 2026 | Apr 07, 2026 |
| IF Advisors, LLC | History | Added to | 63,138 | 4,694 | 3.32% | 3.63% | 354 | +560 | 0.89% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 63,133 | 4,693 | 0.62% | 0.62% | 355 | +2,513 | 4.15% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Reduced | 63,013 | 4,685 | 0.68% | 0.72% | 356 | -4,378 | -6.5% | Q1 2026 | Apr 10, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 62,922 | 4,678 | 2.79% | 2.8% | 357 | +130 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Net Worth Advisory Group | History | Reduced | 62,901 | 4,676 | 0.97% | 0.91% | 358 | -319 | -0.5% | Q1 2026 | May 05, 2026 |
| Disciplined Investments, LLC | History | No change | 62,462 | 4,644 | 1.67% | 1.71% | 359 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 62,302 | 4,632 | 0.7% | 0.74% | 360 | -3,163 | -4.83% | Q1 2026 | Apr 14, 2026 |
| Telos Capital Management, Inc. | History | Added to | 61,682 | 4,586 | 0.44% | 0.4% | 361 | +1,930 | 3.23% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 61,664 | 4,584 | 0.07% | — | 362 | +61,664 | New | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Reduced | 61,476 | 4,570 | 2.7% | 4.14% | 363 | -37,410 | -37.83% | Q1 2026 | Apr 23, 2026 |
| Narus Financial Partners, LLC | History | Added to | 61,447 | 4,568 | 1.2% | 1.2% | 364 | +240 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Efficient Advisors, LLC | History | Reduced | 61,256 | 4,554 | 0.32% | 0.28% | 365 | -6,568 | -9.68% | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 61,218 | 4,551 | 0.05% | 0.04% | 366 | +15,987 | 35.35% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 61,091 | 4,542 | 1.16% | 1.01% | 367 | +8,512 | 16.19% | Q1 2026 | Apr 29, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 60,777 | 4,518 | 0.71% | 0.68% | 368 | -461 | -0.75% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,013 | 4,461 | 0.03% | 0.01% | 369 | +46,749 | 352.45% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | Added to | 59,452 | 4,420 | 0.01% | 0.0% | 370 | +55,924 | 1585.15% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 58,574 | 4,354 | 0.78% | 0.6% | 371 | +12,696 | 27.67% | Q1 2026 | Apr 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 58,242 | 4,330 | 4.3% | 4.11% | 372 | +604 | 1.05% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 56,496 | 4,200 | 0.29% | 0.32% | 373 | -10,048 | -15.1% | Q1 2026 | May 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 56,478 | 4,199 | 0.95% | 1.09% | 374 | -10,336 | -15.47% | Q1 2026 | Apr 02, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 53,313 | 4,176 | 1.66% | 1.68% | 375 | -2,093 | -3.78% | Q1 2026 | Apr 27, 2026 |
| 5T Wealth, LLC | History | Reduced | 56,137 | 4,173 | 1.65% | 2.21% | 376 | -21,215 | -27.43% | Q1 2026 | Apr 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 55,887 | 4,155 | 2.42% | 2.69% | 377 | -4,892 | -8.05% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 55,076 | 4,119 | 0.22% | 0.09% | 378 | +27,105 | 96.9% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 56,838 | 4,112 | 0.15% | 0.16% | 379 | -1,614 | -2.76% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 54,413 | 4,045 | 1.21% | 1.12% | 380 | +1,907 | 3.63% | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 54,364 | 4,041 | 0.16% | 0.14% | 381 | +2,925 | 5.69% | Q1 2026 | May 04, 2026 |
| W ADVISORS, LLC | History | Added to | 53,815 | 4,001 | 2.05% | 1.9% | 382 | +918 | 1.74% | Q1 2026 | Apr 29, 2026 |
| ADE, LLC | History | Reduced | 53,763 | 3,997 | 1.92% | 1.86% | 383 | -121 | -0.22% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 53,572 | 3,983 | 0.9% | 0.84% | 384 | -51 | -0.1% | Q1 2026 | Apr 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 53,505 | 3,978 | 1.4% | 1.54% | 385 | -6,868 | -11.38% | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 53,042 | 3,943 | 0.3% | 0.27% | 386 | +2,686 | 5.33% | Q1 2026 | Apr 14, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 52,753 | 3,922 | 2.65% | 2.55% | 387 | -1,469 | -2.71% | Q1 2026 | May 04, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 52,729 | 3,920 | 1.3% | 0.99% | 388 | +14,566 | 38.17% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 52,499 | 3,903 | 0.04% | 0.05% | 389 | -7,153 | -11.99% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 54,014 | 3,857 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hopwood Nicholas Hunter | History | Reduced | 51,749 | 3,847 | 1.22% | 1.37% | 391 | -7,076 | -12.03% | Q1 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 51,199 | 3,806 | 0.23% | 0.41% | 392 | -2,330,761 | -97.85% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 50,580 | 3,760 | 0.11% | 0.13% | 393 | +450 | 0.9% | Q1 2026 | May 15, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 50,566 | 3,759 | 1.09% | 1.12% | 394 | -2,065 | -3.92% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 50,488 | 3,753 | 0.93% | 0.89% | 395 | +5,226 | 11.55% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | Reduced | 50,411 | 3,748 | 0.59% | 1.7% | 396 | -101,611 | -66.84% | Q1 2026 | May 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 50,247 | 3,735 | 2.16% | 2.09% | 397 | +1,086 | 2.21% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 48,893 | 3,686 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 48,846 | 3,631 | 0.24% | 0.23% | 399 | +914 | 1.91% | Q1 2026 | May 07, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 48,749 | 3,624 | 0.95% | 0.93% | 400 | -739 | -1.49% | Q1 2026 | May 01, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 48,667 | 3,618 | 1.07% | 0.15% | 401 | +41,811 | 609.85% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Reduced | 48,658 | 3,617 | 0.08% | 0.09% | 402 | -2,758 | -5.36% | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group LLC | History | Added to | 48,615 | 3,614 | 0.45% | 0.4% | 403 | +2,439 | 5.28% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 48,119 | 3,577 | 0.05% | 0.01% | 404 | +41,318 | 607.53% | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 47,806 | 3,554 | 2.23% | 3.14% | 405 | -23,496 | -32.95% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 47,785 | 3,552 | 0.01% | 0.0% | 406 | -2,051 | -4.12% | Q1 2026 | May 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 47,456 | 3,528 | 3.31% | 5.15% | 407 | -32,210 | -40.43% | Q1 2026 | May 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 47,436 | 3,526 | 0.05% | 0.06% | 408 | -8,344 | -14.96% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 46,969 | 3,492 | 0.66% | 2.2% | 409 | -115,153 | -71.03% | Q1 2026 | Apr 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 46,939 | 3,490 | 1.2% | 1.15% | 410 | +741 | 1.6% | Q1 2026 | Apr 08, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 46,762 | 3,476 | 0.7% | 1.57% | 411 | -49,464 | -51.4% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 47,797 | 3,458 | 0.22% | 0.17% | 412 | -3,220 | -6.31% | Q1 2026 | Apr 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 46,390 | 3,449 | 0.2% | 0.24% | 413 | -9,658 | -17.23% | Q1 2026 | Apr 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 46,315 | 3,443 | 0.07% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 45,921 | 3,414 | 1.99% | 1.99% | 415 | -570 | -1.23% | Q1 2026 | Apr 23, 2026 |
| OneAscent Family Office, LLC | History | No change | 45,898 | 3,412 | 2.38% | 2.22% | 416 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 45,337 | 3,370 | 2.61% | 2.43% | 417 | +2,728 | 6.4% | Q1 2026 | May 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 45,044 | 3,349 | 1.32% | 1.45% | 418 | -4,815 | -9.66% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 44,846 | 3,334 | 0.0% | 0.0% | 419 | -61,583 | -57.86% | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Added to | 44,176 | 3,284 | 0.57% | 0.56% | 420 | +2,040 | 4.84% | Q1 2026 | Apr 24, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 40,708 | 3,175 | 0.46% | 0.42% | 421 | +254 | 0.63% | Q1 2026 | May 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 42,662 | 3,171 | 0.98% | 0.92% | 422 | +2,599 | 6.49% | Q1 2026 | May 11, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 42,492 | 3,159 | 0.84% | 0.8% | 423 | -913 | -2.1% | Q1 2026 | Apr 22, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 42,379 | 3,150 | 1.51% | 1.65% | 424 | -580 | -1.35% | Q1 2026 | May 12, 2026 |
| SWP FINANCIAL LLC | History | Added to | 41,734 | 3,102 | 1.58% | 0.78% | 425 | +19,912 | 91.25% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 41,148 | 3,059 | 0.23% | 0.22% | 426 | +3,774 | 10.1% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 41,140 | 3,058 | 0.1% | 0.14% | 427 | -13,920 | -25.28% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 41,039 | 3,051 | 0.0% | 0.0% | 428 | +2,236 | 5.76% | Q1 2026 | Apr 30, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 40,917 | 3,042 | 0.84% | 0.84% | 429 | -158 | -0.38% | Q1 2026 | May 13, 2026 |
| Wealth Quarterback LLC | History | Reduced | 40,869 | 3,038 | 1.2% | 1.19% | 430 | -5,438 | -11.74% | Q1 2026 | Apr 09, 2026 |
| SCS Capital Management LLC | History | Added to | 40,818 | 3,034 | 0.03% | 0.03% | 431 | +204 | 0.5% | Q1 2026 | May 11, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 40,645 | 3,022 | 0.41% | 0.36% | 432 | +544 | 1.36% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 40,543 | 3,014 | 0.85% | 0.86% | 433 | -4,184 | -9.35% | Q1 2026 | Apr 16, 2026 |
| Index Technologies Group LLC | History | Added to | 39,993 | 2,973 | 3.24% | 2.75% | 434 | +3,100 | 8.4% | Q1 2026 | Apr 29, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 39,894 | 2,966 | 0.21% | 0.39% | 435 | -35,686 | -47.22% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 39,876 | 2,964 | 0.18% | 0.17% | 436 | +2,875 | 7.77% | Q1 2026 | Apr 27, 2026 |
| Dentgroup LLC | History | No change | 41,467 | 2,961 | 2.03% | 2.03% | 437 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 39,662 | 2,948 | 0.33% | 0.39% | 438 | -9,689 | -19.63% | Q1 2026 | May 05, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 39,341 | 2,924 | 1.09% | 1.09% | 439 | -379 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,174 | 2,912 | 0.04% | 0.04% | 440 | -3,999 | -9.26% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 39,016 | 2,900 | 0.02% | 0.02% | 441 | -549 | -1.39% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 38,806 | 2,885 | 0.04% | 0.06% | 442 | -3,606 | -8.5% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 38,152 | 2,836 | 0.37% | 0.31% | 443 | +988 | 2.66% | Q1 2026 | Apr 10, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 37,923 | 2,819 | 1.45% | 1.57% | 444 | -3,860 | -9.24% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 37,533 | 2,790 | 0.3% | 0.22% | 445 | +9,021 | 31.64% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 37,320 | 2,774 | 0.12% | 0.13% | 446 | -930 | -2.43% | Q1 2026 | Apr 28, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 36,843 | 2,739 | 0.22% | 0.24% | 447 | -4,165 | -10.16% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Added to | 36,259 | 2,729 | 0.44% | 0.38% | 448 | +5,313 | 17.17% | Q1 2026 | Apr 14, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 34,531 | 2,677 | 1.88% | 2.75% | 449 | -10,471 | -23.27% | Q1 2026 | Apr 20, 2026 |
| VPR Management LLC | History | No change | 35,700 | 2,654 | 1.06% | 1.14% | 450 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 35,581 | 2,645 | 0.51% | 0.51% | 451 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Added to | 35,520 | 2,640 | 0.08% | 0.05% | 452 | +13,350 | 60.22% | Q1 2026 | May 14, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 35,439 | 2,634 | 2.36% | 3.07% | 453 | +6,449 | 22.25% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | Added to | 34,281 | 2,633 | 0.18% | 0.16% | 454 | +3,020 | 9.66% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 35,053 | 2,606 | 0.1% | 0.1% | 455 | -5,461 | -13.48% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 35,053 | 2,606 | 0.34% | 0.43% | 456 | -5,461 | -13.48% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | New | 34,987 | 2,601 | 0.91% | — | 457 | +34,987 | New | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 34,875 | 2,592 | 0.12% | 0.1% | 458 | +2,815 | 8.78% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 34,661 | 2,577 | 0.08% | 0.07% | 459 | -971 | -2.73% | Q1 2026 | Apr 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 34,454 | 2,561 | 0.03% | 0.02% | 460 | +9,998 | 40.88% | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 34,373 | 2,555 | 2.34% | 2.18% | 461 | +1,866 | 5.74% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 34,280 | 2,548 | 0.07% | 0.07% | 462 | -1,428 | -4.0% | Q1 2026 | May 04, 2026 |
| Columbus Macro, LLC | History | Added to | 34,040 | 2,530 | 0.27% | 0.26% | 463 | +207 | 0.61% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 33,864 | 2,517 | 0.16% | 0.14% | 464 | +3,035 | 9.84% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 33,784 | 2,511 | 0.13% | 0.1% | 465 | +8,462 | 33.42% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 33,649 | 2,501 | 0.19% | 0.18% | 466 | +681 | 2.07% | Q1 2026 | Apr 08, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 33,560 | 2,495 | 0.31% | 0.46% | 467 | -23,936 | -41.63% | Q1 2026 | Jun 23, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 33,473 | 2,488 | 1.33% | 1.33% | 468 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 33,425 | 2,485 | 0.05% | 0.08% | 469 | -23,031 | -40.79% | Q1 2026 | May 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 33,333 | 2,478 | 0.26% | 0.27% | 470 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 33,071 | 2,458 | 0.11% | 0.11% | 471 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 32,791 | 2,437 | 0.09% | 0.1% | 472 | -4,718 | -12.58% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,782 | 2,437 | 0.01% | 0.01% | 473 | +2,930 | 9.82% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 33,967 | 2,425 | 0.43% | 0.43% | 474 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 32,343 | 2,404 | 1.82% | 1.57% | 475 | +5,919 | 22.4% | Q1 2026 | Apr 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 33,549 | 2,395 | 0.22% | 0.22% | 476 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 33,206 | 2,372 | 0.68% | 0.68% | 477 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 31,768 | 2,361 | 1.73% | 1.09% | 478 | +13,347 | 72.46% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 31,712 | 2,357 | 0.03% | 0.01% | 479 | +15,149 | 91.46% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 31,697 | 2,356 | 0.43% | — | 481 | +31,697 | New | Q1 2026 | Apr 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 31,701 | 2,356 | 1.58% | 1.67% | 480 | -2,730 | -7.93% | Q1 2026 | Apr 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 31,632 | 2,351 | 0.02% | 0.02% | 482 | +2,051 | 6.93% | Q1 2026 | Apr 27, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 31,579 | 2,347 | 0.82% | 1.34% | 483 | -22,131 | -41.2% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Reduced | 31,119 | 2,342 | 2.04% | 2.04% | 485 | -1,974 | -5.97% | Q1 2026 | Apr 08, 2026 |
| J.M. Arbour, LLC | History | Reduced | 31,500 | 2,342 | 2.25% | 2.28% | 484 | -456 | -1.43% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 31,321 | 2,328 | 0.02% | 0.02% | 486 | +1,901 | 6.46% | Q1 2026 | May 01, 2026 |
| SELDON CAPITAL LP | History | No change | 31,000 | 2,304 | 0.85% | 0.77% | 487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,939 | 2,300 | 0.0% | 0.02% | 488 | -196,059 | -86.37% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 30,855 | 2,294 | 1.32% | 2.14% | 489 | -21,793 | -41.39% | Q1 2026 | Apr 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 30,852 | 2,293 | 1.16% | 2.19% | 490 | -26,586 | -46.29% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 30,639 | 2,278 | 0.31% | 0.29% | 491 | +1,042 | 3.52% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 30,239 | 2,248 | 0.74% | 1.62% | 492 | -33,888 | -52.85% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 29,942 | 2,226 | 0.04% | 0.04% | 493 | -1,422 | -4.53% | Q1 2026 | Apr 17, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 29,878 | 2,221 | 1.25% | 1.26% | 494 | +1,119 | 3.89% | Q1 2026 | May 01, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 29,814 | 2,216 | 0.2% | 0.2% | 495 | -27 | -0.09% | Q1 2026 | Apr 23, 2026 |
| Neumann Capital Management, LLC | History | No change | 29,785 | 2,214 | 0.65% | 0.61% | 496 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 29,685 | 2,207 | 1.44% | 1.42% | 497 | -1,017 | -3.31% | Q1 2026 | Apr 28, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 28,876 | 2,146 | 0.0% | — | 498 | +28,876 | New | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 28,760 | 2,138 | 0.49% | 0.5% | 499 | -1,939 | -6.32% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,487 | 2,118 | 0.03% | 0.03% | 500 | +1,778 | 6.66% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,382 | 2,110 | 0.01% | 0.01% | 501 | +2,159 | 8.23% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 28,220 | 2,098 | 0.0% | 0.0% | 502 | +415 | 1.49% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 28,043 | 2,085 | 0.44% | 0.4% | 503 | +2,634 | 10.37% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 28,016 | 2,083 | 1.78% | 1.87% | 504 | +736 | 2.7% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 28,002 | 2,081 | 1.01% | 1.01% | 505 | -325 | -1.15% | Q1 2026 | May 05, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 27,616 | 2,053 | 2.31% | 2.24% | 506 | +157 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Brooklyn Investment Group | History | Added to | 27,579 | 2,050 | 0.06% | 0.01% | 507 | +24,700 | 857.94% | Q1 2026 | Apr 29, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 27,486 | 2,043 | 1.0% | 0.81% | 508 | -987 | -3.47% | Q1 2026 | Jun 01, 2026 |
| American State Bank (Iowa) | History | Added to | 27,435 | 2,039 | 0.98% | 0.94% | 509 | +138 | 0.51% | Q1 2026 | Apr 14, 2026 |
| Virtus Family Office LLC | History | Reduced | 27,387 | 2,036 | 1.74% | 1.69% | 510 | -38 | -0.14% | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 26,993 | 2,006 | 0.14% | 0.18% | 511 | -4,972 | -15.55% | Q1 2026 | Apr 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 26,866 | 1,997 | 1.28% | 0.3% | 512 | +20,305 | 309.48% | Q1 2026 | Apr 21, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 26,844 | 1,995 | 0.69% | 0.66% | 513 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 27,936 | 1,994 | 1.26% | 1.26% | 514 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 26,732 | 1,987 | 1.42% | 2.01% | 515 | -13,951 | -34.29% | Q1 2026 | Apr 15, 2026 |
| Clayton Financial Group LLC | History | Added to | 26,415 | 1,963 | 1.01% | 0.9% | 516 | +1,803 | 7.33% | Q1 2026 | Apr 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 26,227 | 1,949 | 0.04% | — | 517 | +26,227 | New | Q1 2026 | Apr 27, 2026 |
| Cassilly Financial Group LLC | History | Added to | 25,991 | 1,932 | 1.68% | 1.62% | 518 | +295 | 1.15% | Q1 2026 | Apr 10, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 25,932 | 1,928 | 0.11% | 0.1% | 519 | -70 | -0.27% | Q1 2026 | May 01, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 25,903 | 1,925 | 1.05% | 1.77% | 520 | -18,519 | -41.69% | Q1 2026 | Aug 03, 2026 |
| Weil Company, Inc. | History | Reduced | 25,624 | 1,905 | 0.43% | 0.45% | 521 | -1,753 | -6.4% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 25,572 | 1,901 | 0.01% | 0.01% | 522 | +176 | 0.69% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Management, Inc. | History | Added to | 25,501 | 1,896 | 0.65% | 0.62% | 523 | +847 | 3.44% | Q1 2026 | Apr 22, 2026 |
| McAdam, LLC | History | Reduced | 25,492 | 1,895 | 0.09% | 0.08% | 524 | -479 | -1.84% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,482 | 1,894 | 0.1% | 0.11% | 525 | +2,275 | 9.8% | Q1 2026 | May 11, 2026 |
| Unify Financial Advisors | History | Reduced | 25,354 | 1,885 | 1.96% | 2.16% | 526 | -3,649 | -12.58% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 25,141 | 1,869 | 0.03% | 0.06% | 527 | -23,212 | -48.01% | Q1 2026 | Apr 17, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 31,308 | 1,864 | 0.59% | 0.47% | 528 | -4,260 | -11.98% | Q1 2026 | Apr 23, 2026 |
| HORAN Wealth, LLC | History | New | 26,097 | 1,863 | 0.18% | — | 529 | +26,097 | New | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 24,990 | 1,857 | 0.03% | 0.03% | 530 | -899 | -3.47% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 24,671 | 1,834 | 0.32% | 0.33% | 531 | -1,972 | -7.4% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 24,490 | 1,820 | 0.1% | 0.01% | 532 | +23,157 | 1737.21% | Q1 2026 | Apr 20, 2026 |
| FIRST HORIZON CORP | History | Reduced | 24,463 | 1,818 | 0.08% | 0.08% | 533 | -29 | -0.12% | Q1 2026 | Apr 30, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 24,432 | 1,816 | 0.23% | — | 534 | +24,432 | New | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 24,408 | 1,814 | 0.02% | 0.02% | 535 | -346 | -1.4% | Q1 2026 | May 06, 2026 |
| EFG International AG | History | New | 24,310 | 1,807 | 0.04% | — | 538 | +24,310 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,308 | 1,807 | 0.07% | 0.06% | 537 | +6,718 | 38.19% | Q1 2026 | Jun 18, 2026 |
| Keel Point, LLC | History | Added to | 24,309 | 1,807 | 0.12% | 0.1% | 536 | +70 | 0.29% | Q1 2026 | May 29, 2026 |
| Archer Investment Management, LLC | History | Added to | 24,227 | 1,801 | 0.76% | 0.78% | 539 | +3,944 | 19.44% | Q1 2026 | Apr 08, 2026 |
| Vantus Wealth LLC | History | No change | 25,158 | 1,796 | 1.32% | 1.32% | 540 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Two West Capital Advisors LLC | History | Added to | 23,696 | 1,795 | 0.95% | 0.85% | 541 | +3,321 | 16.3% | Q1 2026 | May 04, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 24,038 | 1,787 | 0.57% | 0.39% | 542 | +6,521 | 37.23% | Q1 2026 | Apr 23, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 23,839 | 1,772 | 1.48% | 2.81% | 543 | -21,457 | -47.37% | Q1 2026 | Jun 26, 2026 |
| Scarborough Advisors, LLC | History | New | 23,407 | 1,740 | 0.19% | — | 544 | +23,407 | New | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 23,385 | 1,738 | 1.62% | — | 545 | +23,385 | New | Q1 2026 | May 05, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 23,309 | 1,733 | 0.94% | 0.79% | 546 | +3,073 | 15.19% | Q1 2026 | May 12, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 22,952 | 1,706 | 1.14% | 1.07% | 547 | +749 | 3.37% | Q1 2026 | Apr 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 22,495 | 1,672 | 0.91% | 1.18% | 549 | -7,679 | -25.45% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 22,492 | 1,672 | 0.01% | 0.01% | 548 | -3,569 | -13.69% | Q1 2026 | Apr 24, 2026 |
| Rockingstone Advisors LLC | History | Added to | 22,475 | 1,671 | 0.77% | 0.73% | 550 | +80 | 0.36% | Q1 2026 | Apr 09, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 22,409 | 1,666 | 0.57% | 0.62% | 551 | -1,442 | -6.05% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Added to | 22,293 | 1,657 | 0.38% | 0.37% | 552 | +295 | 1.34% | Q1 2026 | May 12, 2026 |
| Stegner Investment Associates Inc. | History | No change | 22,283 | 1,656 | 0.91% | 0.85% | 553 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| InvesTrust | History | Added to | 22,235 | 1,653 | 0.69% | 0.59% | 555 | +776 | 3.62% | Q1 2026 | Apr 07, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 22,235 | 1,653 | 0.03% | 0.03% | 554 | -228 | -1.02% | Q1 2026 | May 14, 2026 |
| FWG Investments, LLC. | History | Reduced | 22,195 | 1,650 | 1.05% | 1.1% | 556 | -2,007 | -8.29% | Q1 2026 | Apr 21, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 22,046 | 1,639 | 0.53% | 0.25% | 557 | +11,690 | 112.88% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 22,034 | 1,638 | 0.03% | 0.03% | 558 | -446 | -1.98% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 21,957 | 1,632 | 0.04% | 0.04% | 559 | +352 | 1.63% | Q1 2026 | Apr 29, 2026 |
| Vision Retirement, LLC | History | Reduced | 21,932 | 1,630 | 0.46% | 0.54% | 560 | -6,428 | -22.67% | Q1 2026 | May 07, 2026 |
| GGM Financial LLC | History | Added to | 21,903 | 1,628 | 0.75% | 0.75% | 561 | +210 | 0.97% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 22,668 | 1,618 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LexAurum Advisors, LLC | History | New | 21,702 | 1,613 | 0.21% | — | 563 | +21,702 | New | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,690 | 1,612 | 0.0% | — | 564 | +21,690 | New | Q1 2026 | May 12, 2026 |
| Campion Asset Management | History | Added to | 21,631 | 1,608 | 1.09% | 1.06% | 565 | +303 | 1.42% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 21,555 | 1,602 | 0.17% | 0.29% | 566 | -6 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | Reduced | 21,504 | 1,598 | 0.2% | 0.19% | 567 | -75 | -0.35% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 21,476 | 1,596 | 0.13% | 0.04% | 568 | +15,413 | 254.21% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,449 | 1,595 | 0.08% | 0.07% | 569 | +384 | 1.82% | Q1 2026 | May 18, 2026 |
| Portside Wealth Group, LLC | History | Added to | 21,260 | 1,580 | 0.21% | 0.16% | 570 | +4,396 | 26.07% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 20,889 | 1,553 | 0.55% | 0.55% | 571 | -340 | -1.6% | Q1 2026 | Apr 21, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 20,674 | 1,537 | 1.1% | 1.84% | 572 | -15,404 | -42.7% | Q1 2026 | May 12, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 20,418 | 1,518 | 0.29% | 0.38% | 573 | -15,326 | -42.88% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,388 | 1,515 | 0.04% | 0.02% | 574 | +10,025 | 96.74% | Q1 2026 | May 11, 2026 |
| Latitude Advisors, LLC | History | Added to | 20,174 | 1,499 | 0.69% | 0.62% | 575 | +557 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 19,897 | 1,479 | 0.58% | 0.45% | 576 | +4,157 | 26.41% | Q1 2026 | May 11, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 19,806 | 1,472 | 0.43% | 0.98% | 577 | -27,241 | -57.9% | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 19,727 | 1,466 | 0.5% | 0.51% | 578 | -731 | -3.57% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,488 | 1,448 | 0.33% | 0.4% | 579 | -4,484 | -18.71% | Q1 2026 | Apr 27, 2026 |
| McMill Wealth Management | History | Reduced | 19,473 | 1,447 | 0.38% | 0.4% | 580 | -287 | -1.45% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 101,946 | 1,441 | 0.01% | 0.04% | 581 | +13,521 | 15.29% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 19,365 | 1,439 | 0.56% | 0.57% | 582 | -2,077 | -9.69% | Q1 2026 | May 05, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 19,310 | 1,435 | 0.76% | 0.84% | 583 | -2,094 | -9.78% | Q1 2026 | Apr 24, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 19,296 | 1,434 | 0.98% | 1.64% | 584 | -14,178 | -42.36% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 19,261 | 1,432 | 0.0% | — | 585 | +19,261 | New | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 18,963 | 1,409 | 0.16% | 0.15% | 586 | +25 | 0.13% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 18,919 | 1,406 | 0.06% | 0.05% | 587 | +1,036 | 5.79% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 18,821 | 1,399 | 0.32% | 0.32% | 588 | -1,023 | -5.16% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 18,743 | 1,393 | 0.15% | 0.18% | 589 | -4,554 | -19.55% | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | Added to | 18,661 | 1,387 | 0.06% | 0.05% | 590 | +3,416 | 22.41% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 18,658 | 1,387 | 0.12% | 0.1% | 591 | +2,109 | 12.74% | Q1 2026 | May 15, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 18,641 | 1,385 | 0.93% | 0.92% | 592 | -247 | -1.31% | Q1 2026 | Apr 16, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 18,616 | 1,384 | 0.79% | 0.8% | 593 | +572 | 3.17% | Q1 2026 | Apr 22, 2026 |
| Powerhouse Assets LLC | History | No change | 18,598 | 1,382 | 1.2% | 1.17% | 594 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 18,566 | 1,380 | 0.93% | 0.87% | 595 | -99 | -0.53% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 18,505 | 1,375 | 0.15% | 0.13% | 596 | +1,760 | 10.51% | Q1 2026 | May 06, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 18,440 | 1,371 | 0.19% | 0.19% | 597 | -634 | -3.32% | Q1 2026 | May 13, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 18,434 | 1,370 | 0.27% | 0.27% | 598 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,375 | 1,366 | 0.01% | 0.0% | 599 | +8,463 | 85.38% | Q1 2026 | Apr 27, 2026 |
| SMART Wealth LLC | History | Added to | 18,247 | 1,356 | 0.4% | 0.26% | 601 | +6,358 | 53.48% | Q1 2026 | Apr 23, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 18,251 | 1,356 | 1.01% | 0.99% | 600 | -827 | -4.33% | Q1 2026 | Apr 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 18,208 | 1,353 | 0.16% | 0.42% | 602 | -25,124 | -57.98% | Q1 2026 | Apr 21, 2026 |
| Kassira Wealth Management LLC | History | Added to | 18,094 | 1,345 | 1.24% | 1.22% | 603 | +103 | 0.57% | Q1 2026 | Apr 30, 2026 |
| First Citizens Financial Corp | History | Added to | 18,031 | 1,340 | 0.63% | 0.57% | 604 | +1,899 | 11.77% | Q1 2026 | Apr 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 18,015 | 1,339 | 0.42% | 0.46% | 605 | -686 | -3.67% | Q1 2026 | Apr 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 17,980 | 1,336 | 0.17% | 0.18% | 606 | -1,527 | -7.83% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 17,942 | 1,334 | 0.1% | 0.07% | 607 | +12,121 | 208.23% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,885 | 1,330 | 0.04% | — | 608 | +17,885 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 17,819 | 1,324 | 0.01% | 0.02% | 609 | -10,650 | -37.41% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 17,668 | 1,313 | 0.21% | 0.19% | 610 | +2,120 | 13.64% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 17,648 | 1,312 | 0.2% | 0.21% | 611 | -550 | -3.02% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,608 | 1,309 | 0.01% | 0.0% | 612 | +4,438 | 33.7% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 17,474 | 1,299 | 0.89% | 0.6% | 613 | +5,596 | 47.11% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 17,451 | 1,297 | 0.0% | 0.0% | 614 | +11,251 | 181.47% | Q1 2026 | May 15, 2026 |
| Unique Wealth Strategies, LLC | History | Added to | 17,447 | 1,297 | 0.53% | 0.37% | 615 | +4,026 | 30.0% | Q1 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | Added to | 17,336 | 1,288 | 0.11% | 0.1% | 617 | +61 | 0.35% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,333 | 1,288 | 0.12% | 0.11% | 616 | +38 | 0.22% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,558 | 1,284 | 0.07% | 0.07% | 618 | +215 | 1.32% | Q1 2026 | Apr 17, 2026 |
| SeedSafe Financial LLC | History | No change | 17,148 | 1,274 | 1.05% | 1.08% | 619 | 0 | 0.0% | Q1 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 17,135 | 1,273 | 0.33% | 0.3% | 620 | +1,891 | 12.4% | Q1 2026 | May 06, 2026 |
| Factor Wealth Management LTD | History | Reduced | 17,112 | 1,272 | 0.24% | 0.28% | 621 | -1,152 | -6.31% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 17,016 | 1,265 | 0.02% | 0.02% | 622 | +1,121 | 7.05% | Q1 2026 | Apr 21, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 16,985 | 1,262 | 0.84% | 1.39% | 623 | -11,572 | -40.52% | Q1 2026 | Apr 21, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 16,895 | 1,256 | 0.45% | 0.53% | 624 | -3,192 | -15.89% | Q1 2026 | Apr 27, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 16,815 | 1,250 | 0.39% | 0.41% | 625 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 16,658 | 1,238 | 0.83% | 1.64% | 626 | -17,291 | -50.93% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 16,647 | 1,237 | 0.02% | 0.01% | 627 | +1,453 | 9.56% | Q1 2026 | May 01, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 16,634 | 1,236 | 0.18% | 0.18% | 628 | +484 | 3.0% | Q1 2026 | Apr 24, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 16,572 | 1,232 | 0.07% | 0.06% | 629 | -112 | -0.67% | Q1 2026 | Apr 08, 2026 |
| PUREfi Wealth, LLC | History | Added to | 16,561 | 1,231 | 0.81% | 0.64% | 630 | +4,791 | 40.71% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 16,958 | 1,227 | 0.04% | 0.04% | 631 | -825 | -4.64% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Reduced | 16,302 | 1,212 | 0.0% | 0.0% | 632 | -1,749 | -9.69% | Q1 2026 | May 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 16,171 | 1,202 | 0.24% | 0.23% | 633 | -766 | -4.52% | Q1 2026 | Apr 16, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 16,124 | 1,198 | 0.23% | 0.24% | 634 | -44 | -0.27% | Q1 2026 | Apr 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 16,109 | 1,197 | 1.05% | 1.03% | 635 | +27 | 0.17% | Q1 2026 | May 06, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 16,085 | 1,195 | 0.05% | 3.06% | 636 | -1,008,638 | -98.43% | Q1 2026 | May 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 16,037 | 1,192 | 0.19% | 0.2% | 637 | -1,529 | -8.7% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | Added to | 15,992 | 1,189 | 0.04% | 0.03% | 638 | +3,372 | 26.72% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 15,995 | 1,189 | 0.29% | 0.3% | 639 | -745 | -4.45% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 15,910 | 1,182 | 0.09% | 0.1% | 640 | -2,638 | -14.22% | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 15,846 | 1,178 | 0.61% | 1.73% | 641 | -40,389 | -71.82% | Q1 2026 | Apr 21, 2026 |
| ASL Financial, LLC | History | Added to | 15,800 | 1,174 | 0.94% | 0.81% | 642 | +1,379 | 9.56% | Q1 2026 | Apr 09, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 15,721 | 1,168 | 0.26% | 0.26% | 643 | +353 | 2.3% | Q1 2026 | May 21, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 15,689 | 1,166 | 0.92% | 0.91% | 644 | +595 | 3.94% | Q1 2026 | May 05, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 15,500 | 1,152 | 0.51% | 0.69% | 645 | -5,646 | -26.7% | Q1 2026 | May 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 15,369 | 1,142 | 0.02% | 0.02% | 646 | +223 | 1.47% | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,330 | 1,139 | 0.02% | 0.02% | 647 | +1,542 | 11.18% | Q1 2026 | Apr 21, 2026 |
| Sierra Capital LLC | History | No change | 15,250 | 1,134 | 0.12% | 0.12% | 648 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 15,211 | 1,130 | 0.06% | 0.08% | 649 | -2,987 | -16.41% | Q1 2026 | Apr 29, 2026 |
| Town Capital LLC | History | Reduced | 15,143 | 1,125 | 0.91% | 4.47% | 650 | -61,374 | -80.21% | Q1 2026 | Jun 04, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 15,114 | 1,123 | 0.63% | 0.6% | 651 | -549 | -3.51% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 15,103 | 1,122 | 0.05% | 0.03% | 653 | +4,785 | 46.38% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 15,096 | 1,122 | 0.02% | 0.03% | 652 | -1,484 | -8.95% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 14,359 | 1,116 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 14,869 | 1,105 | 0.05% | 0.06% | 655 | -2,251 | -13.15% | Q1 2026 | Apr 28, 2026 |
| Falcon Wealth Planning | History | Reduced | 14,834 | 1,102 | 0.08% | 0.1% | 656 | -1,495 | -9.16% | Q1 2026 | Apr 20, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,472 | 1,076 | 0.11% | 0.11% | 657 | -157 | -1.07% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 14,304 | 1,063 | 0.12% | 0.17% | 658 | -3,519 | -19.74% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 14,290 | 1,062 | 0.01% | 0.02% | 659 | -8,089 | -36.15% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,079 | 1,046 | 0.03% | 0.1% | 660 | -37,070 | -72.47% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 14,071 | 1,046 | 0.06% | 0.06% | 661 | -376 | -2.6% | Q1 2026 | May 04, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 14,052 | 1,044 | 0.32% | 0.38% | 662 | -2,871 | -16.97% | Q1 2026 | Apr 28, 2026 |
| Gibbs Wealth Management | History | New | 14,014 | 1,041 | 0.14% | — | 663 | +14,014 | New | Q1 2026 | May 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 13,973 | 1,038 | 0.28% | 0.3% | 664 | -1,300 | -8.51% | Q1 2026 | May 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 13,915 | 1,034 | 0.78% | 0.79% | 665 | -592 | -4.08% | Q1 2026 | Apr 16, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 13,910 | 1,034 | 0.87% | 0.86% | 666 | -3 | -0.02% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 13,795 | 1,025 | 0.01% | 0.0% | 667 | +2,795 | 25.41% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,598 | 1,023 | 0.05% | 0.05% | 668 | -1,763 | -11.48% | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 13,602 | 1,011 | 0.11% | 0.09% | 669 | +2,880 | 26.86% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 13,552 | 1,007 | 0.21% | 0.28% | 671 | -5,083 | -27.28% | Q1 2026 | May 08, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 13,552 | 1,007 | 0.41% | 0.42% | 670 | -591 | -4.18% | Q1 2026 | Apr 23, 2026 |
| Cooper Financial Group | History | Reduced | 13,442 | 999 | 0.1% | 0.13% | 673 | -4,262 | -24.07% | Q1 2026 | Apr 07, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 13,446 | 999 | 0.11% | 0.1% | 672 | +51 | 0.38% | Q1 2026 | Apr 15, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 13,367 | 993 | 0.95% | 0.85% | 674 | +919 | 7.38% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,326 | 990 | 0.07% | 0.06% | 675 | +1,704 | 14.66% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 12,934 | 961 | 0.24% | 0.27% | 676 | -1,665 | -11.4% | Q1 2026 | Apr 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 12,903 | 959 | 0.07% | 0.09% | 677 | -4,748 | -26.9% | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Reduced | 12,890 | 958 | 0.22% | 0.25% | 678 | -1,467 | -10.22% | Q1 2026 | Apr 23, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 12,827 | 953 | 0.01% | 0.01% | 679 | -542 | -4.05% | Q1 2026 | May 04, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 12,735 | 946 | 0.44% | 0.44% | 680 | -177 | -1.37% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 12,682 | 942 | 0.2% | 0.16% | 681 | +1,808 | 16.63% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Added to | 12,669 | 941 | 0.12% | 0.11% | 682 | +303 | 2.45% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Added to | 12,650 | 940 | 0.13% | 0.12% | 683 | +1,326 | 11.71% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | Added to | 12,631 | 939 | 0.07% | 0.06% | 684 | +294 | 2.38% | Q1 2026 | May 29, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 12,558 | 933 | 0.66% | 0.64% | 685 | -248 | -1.94% | Q1 2026 | May 05, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 12,518 | 930 | 1.92% | 2.13% | 686 | -92 | -0.73% | Q1 2026 | Apr 28, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 12,498 | 929 | 0.01% | 0.0% | 687 | +376 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 12,487 | 928 | 0.21% | 0.21% | 688 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 12,428 | 924 | 0.41% | 0.42% | 689 | -399 | -3.11% | Q1 2026 | Apr 08, 2026 |
| GatePass Capital, LLC | History | Reduced | 12,317 | 915 | 0.43% | 0.67% | 690 | -6,002 | -32.76% | Q1 2026 | May 06, 2026 |
| American Financial Advisors, LLC | History | Reduced | 12,302 | 914 | 0.12% | 0.12% | 691 | -690 | -5.31% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,094 | 899 | 0.25% | 0.21% | 692 | +1,087 | 9.88% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,079 | 898 | 0.04% | 0.03% | 693 | +1,681 | 16.17% | Q1 2026 | May 08, 2026 |
| Pointe Capital Management LLC | History | Added to | 12,069 | 897 | 0.44% | 0.34% | 694 | +2,505 | 26.19% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Added to | 12,068 | 897 | 0.28% | 0.27% | 695 | +12 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Stokes Family Office, LLC | History | Reduced | 12,059 | 896 | 0.09% | 0.08% | 696 | -642 | -5.05% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | New | 11,408 | 892 | 0.05% | — | 697 | +11,408 | New | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 11,900 | 884 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 11,869 | 882 | 0.02% | 0.01% | 699 | +2,751 | 30.17% | Q1 2026 | May 08, 2026 |
| WASHINGTON TRUST Co | History | Added to | 11,648 | 866 | 0.03% | 0.01% | 700 | +8,617 | 284.3% | Q1 2026 | Apr 06, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 11,659 | 866 | 0.12% | 0.12% | 701 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 11,083 | 861 | 0.1% | 0.1% | 702 | -66 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 11,580 | 860 | 0.03% | 0.02% | 703 | +3,325 | 40.28% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 11,559 | 859 | 0.03% | 0.04% | 704 | +8,321 | 256.98% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | New | 11,547 | 858 | 0.06% | — | 705 | +11,547 | New | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 11,490 | 854 | 0.17% | 0.17% | 706 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 11,307 | 840 | 0.0% | 0.0% | 707 | -647 | -5.41% | Q1 2026 | May 05, 2026 |
| Talisman Wealth Advisors LLC | History | New | 11,265 | 837 | 0.67% | — | 708 | +11,265 | New | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 11,245 | 836 | 0.01% | 0.01% | 709 | +1,400 | 14.22% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 11,184 | 831 | 0.02% | 0.02% | 710 | -747 | -6.26% | Q1 2026 | Apr 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 11,167 | 830 | 0.17% | 0.09% | 711 | +5,679 | 103.48% | Q1 2026 | Apr 15, 2026 |
| BWM Planning, LLC | History | No change | 11,167 | 830 | 0.22% | 0.21% | 712 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RDA Financial Network | History | Reduced | 11,151 | 829 | 0.21% | 0.37% | 713 | -10,564 | -48.65% | Q1 2026 | Apr 08, 2026 |
| Foster Group, Inc. | History | Added to | 11,089 | 824 | 0.02% | 0.02% | 714 | +275 | 2.54% | Q1 2026 | Apr 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 11,039 | 820 | 0.03% | 0.03% | 715 | -2,681 | -19.54% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Reduced | 10,992 | 817 | 0.15% | 1.16% | 716 | -53,910 | -83.06% | Q1 2026 | Apr 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 10,993 | 817 | 0.01% | 0.02% | 717 | +853 | 8.41% | Q1 2026 | May 11, 2026 |
| TritonPoint Partners, LLC | History | Added to | 10,951 | 814 | 0.3% | 0.2% | 719 | +5,681 | 107.8% | Q1 2026 | Apr 28, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 10,958 | 814 | 0.16% | 0.13% | 718 | +3,326 | 43.58% | Q1 2026 | Apr 28, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 10,900 | 810 | 0.15% | 0.12% | 720 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 10,880 | 808 | 0.5% | — | 721 | +10,880 | New | Q1 2026 | Apr 14, 2026 |
| Walleye Partners, LLC | History | Added to | 10,858 | 807 | 0.99% | 0.7% | 722 | +2,089 | 23.82% | Q1 2026 | Apr 23, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 10,830 | 805 | 0.71% | 0.62% | 723 | +1,052 | 10.76% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | New | 10,241 | 803 | 0.11% | — | 724 | +10,241 | New | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,774 | 801 | 0.02% | 0.01% | 725 | +7,684 | 248.67% | Q1 2026 | Apr 09, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 10,709 | 796 | 0.02% | 0.02% | 726 | +1,664 | 18.4% | Q1 2026 | Apr 16, 2026 |
| Innova Wealth Partners | History | Added to | 10,654 | 792 | 0.37% | 0.32% | 727 | +1,789 | 20.18% | Q1 2026 | Apr 24, 2026 |
| Waldron Private Wealth LLC | History | Added to | 10,640 | 791 | 0.03% | 0.03% | 728 | +464 | 4.56% | Q1 2026 | Apr 10, 2026 |
| VERITY Wealth Advisors | History | Reduced | 10,611 | 788 | 0.53% | 0.47% | 730 | -24 | -0.23% | Q1 2026 | Apr 09, 2026 |
| Northwest Capital Management Inc | History | No change | 11,045 | 788 | 3.42% | 3.42% | 729 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,455 | 777 | 0.15% | 0.14% | 731 | +744 | 7.66% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 10,239 | 761 | 0.63% | — | 733 | +10,239 | New | Q1 2026 | Apr 21, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 10,101 | 761 | 0.05% | 0.04% | 732 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Capital, Inc. | History | Reduced | 10,223 | 760 | 0.5% | 0.53% | 734 | -226 | -2.16% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 10,031 | 756 | 0.02% | 0.02% | 735 | -100 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 10,161 | 755 | 0.06% | 0.08% | 736 | -4,261 | -29.55% | Q1 2026 | Apr 27, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 10,104 | 751 | 0.45% | 0.73% | 738 | -6,837 | -40.36% | Q1 2026 | Apr 23, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 10,107 | 751 | 0.27% | 0.52% | 737 | -4,425 | -30.45% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 10,107 | 751 | 0.13% | 0.11% | 739 | +777 | 8.33% | Q1 2026 | Apr 21, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 10,017 | 744 | 0.38% | 0.5% | 740 | -3,113 | -23.71% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,961 | 740 | 0.02% | 0.01% | 741 | -505 | -4.83% | Q1 2026 | May 15, 2026 |
| Atlatl Advisers LLC | History | Reduced | 9,938 | 738 | 0.55% | 0.63% | 742 | -13,236 | -57.12% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 9,835 | 731 | 0.15% | 0.15% | 743 | -196 | -1.95% | Q1 2026 | May 05, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,845 | 731 | 0.33% | 0.32% | 744 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,658 | 718 | 0.01% | 0.01% | 745 | -39 | -0.4% | Q1 2026 | Jun 02, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 9,568 | 711 | 0.22% | 0.27% | 746 | -7,977 | -45.47% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Reduced | 9,052 | 710 | 0.07% | 0.08% | 747 | -381 | -4.04% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 9,541 | 709 | 0.07% | 0.09% | 749 | -2,704 | -22.08% | Q1 2026 | Apr 30, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 9,547 | 709 | 0.08% | 0.08% | 748 | -197 | -2.02% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,495 | 705 | 0.03% | 0.03% | 750 | -2,768 | -22.57% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 9,466 | 703 | 0.01% | 0.0% | 753 | +3,549 | 59.98% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 9,005 | 703 | 0.02% | 0.02% | 752 | +2,576 | 40.07% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | Reduced | 9,460 | 703 | 0.02% | 0.01% | 751 | -249 | -2.56% | Q1 2026 | May 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 9,455 | 702 | 0.03% | 0.03% | 754 | +570 | 6.42% | Q1 2026 | May 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 9,437 | 701 | 0.33% | 0.29% | 755 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 9,406 | 699 | 0.3% | 0.3% | 757 | -298 | -3.07% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 9,384 | 699 | 0.22% | 0.21% | 756 | -11 | -0.12% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | New | 9,313 | 692 | 0.02% | — | 758 | +9,313 | New | Q1 2026 | Aug 06, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 9,200 | 684 | 0.31% | 0.33% | 759 | -238 | -2.52% | Q1 2026 | Apr 20, 2026 |
| Traveka Wealth, LLC | History | New | 9,199 | 683 | 0.26% | — | 761 | +9,199 | New | Q1 2026 | Apr 22, 2026 |
| LongView Wealth Management | History | Added to | 8,706 | 683 | 0.17% | 0.14% | 760 | +714 | 8.93% | Q1 2026 | Apr 15, 2026 |
| Goelzer Investment Management, Inc. | History | New | 9,163 | 681 | 0.03% | — | 762 | +9,163 | New | Q1 2026 | Apr 09, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 9,157 | 680 | 0.01% | 0.01% | 763 | -575 | -5.91% | Q1 2026 | Apr 10, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 9,038 | 671 | 0.53% | 0.53% | 764 | -392 | -4.16% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 8,998 | 669 | 0.11% | 0.11% | 765 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 8,982 | 667 | 0.26% | 0.26% | 766 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 8,966 | 666 | 0.24% | 0.24% | 767 | -685 | -7.1% | Q1 2026 | Apr 22, 2026 |
| VestGen Investment Management | History | Reduced | 8,957 | 665 | 0.37% | 0.51% | 768 | -3,958 | -30.65% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,899 | 661 | 0.05% | 0.05% | 769 | +127 | 1.45% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,835 | 656 | 0.06% | 0.05% | 770 | +1,626 | 22.56% | Q1 2026 | Apr 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 8,826 | 656 | 0.38% | 0.34% | 771 | -46 | -0.52% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 8,804 | 654 | 0.05% | — | 772 | +8,804 | New | Q1 2026 | May 15, 2026 |
| Centennial Advisors, LLC | History | Reduced | 8,700 | 646 | 0.82% | 0.88% | 773 | -794 | -8.36% | Q1 2026 | Apr 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 8,666 | 644 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,597 | 639 | 0.21% | 0.16% | 775 | +1,092 | 14.55% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | Reduced | 8,568 | 637 | 0.14% | 0.13% | 777 | -53 | -0.61% | Q1 2026 | Apr 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 8,569 | 637 | 0.07% | 0.07% | 776 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,565 | 636 | 0.01% | 0.01% | 778 | +231 | 2.77% | Q1 2026 | May 07, 2026 |
| Fermata Advisors, LLC | History | Added to | 8,546 | 635 | 0.14% | 0.12% | 779 | +1,814 | 26.95% | Q1 2026 | Apr 08, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 8,531 | 634 | 0.52% | 2.51% | 781 | -32,143 | -79.03% | Q1 2026 | May 11, 2026 |
| Argent Advisors, Inc. | History | Added to | 8,527 | 634 | 0.17% | 0.17% | 780 | +27 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 8,454 | 628 | 0.37% | 0.34% | 782 | -27 | -0.32% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,363 | 621 | 0.03% | 0.03% | 783 | -287 | -3.32% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 8,275 | 615 | 0.01% | 0.01% | 784 | +789 | 10.54% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,195 | 609 | 0.03% | 0.03% | 785 | -7 | -0.09% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 8,185 | 608 | 0.18% | 0.17% | 786 | +9 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 7,859 | 604 | 0.12% | 0.12% | 787 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 8,075 | 600 | 0.01% | 0.01% | 788 | -378 | -4.47% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 8,063 | 599 | 0.15% | 0.12% | 789 | +1,400 | 21.01% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 8,045 | 598 | 0.01% | 0.01% | 791 | +982 | 13.9% | Q1 2026 | May 01, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 8,055 | 598 | 0.1% | 0.13% | 790 | +85 | 1.07% | Q1 2026 | Apr 09, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 8,173 | 596 | 0.09% | 0.09% | 792 | -5 | -0.06% | Q1 2026 | Jul 27, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 7,996 | 594 | 0.27% | 0.13% | 794 | +1,687 | 26.74% | Q1 2026 | Apr 09, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 8,321 | 594 | 0.07% | 0.07% | 793 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | No change | 7,966 | 592 | 0.25% | 0.24% | 795 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Added to | 7,959 | 591 | 0.05% | 0.04% | 796 | +115 | 1.47% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 7,917 | 588 | 0.04% | 0.04% | 797 | +7,846 | 11050.7% | Q1 2026 | Apr 28, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 7,854 | 583 | 0.17% | 0.17% | 798 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Midwest Trust Co | History | Added to | 7,766 | 577 | 0.01% | 0.01% | 799 | +442 | 6.03% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | No change | 7,651 | 568 | 0.2% | 0.19% | 800 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 7,639 | 567 | 0.28% | 0.45% | 801 | -4,742 | -38.3% | Q1 2026 | Apr 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 7,629 | 567 | 0.14% | 0.08% | 802 | +2,384 | 45.45% | Q1 2026 | Apr 20, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,515 | 558 | 0.17% | 0.17% | 803 | -34 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Palisade Asset Management, LLC | History | No change | 7,482 | 556 | 0.06% | 0.05% | 804 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Glenview Trust Co | History | Added to | 7,440 | 553 | 0.01% | 0.0% | 805 | +3,021 | 68.36% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,443 | 553 | 0.02% | 0.02% | 806 | +2,240 | 43.05% | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | New | 7,395 | 549 | 0.01% | — | 807 | +7,395 | New | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 7,362 | 547 | 0.0% | 0.0% | 808 | -2,735 | -27.09% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 7,356 | 546 | 1.22% | 1.11% | 809 | +408 | 5.87% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,322 | 544 | 0.02% | 0.03% | 810 | -3,096 | -29.72% | Q1 2026 | May 12, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 7,323 | 544 | 0.08% | 0.07% | 811 | +385 | 5.55% | Q1 2026 | May 11, 2026 |
| Michels Family Financial, LLC | History | No change | 7,322 | 544 | 0.39% | 0.38% | 812 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 7,312 | 543 | 0.05% | 0.03% | 813 | +2,050 | 38.96% | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 7,290 | 542 | 0.08% | 0.1% | 815 | -979 | -11.84% | Q1 2026 | May 07, 2026 |
| Tranquility Partners, LLC | History | No change | 7,293 | 542 | 0.2% | 0.19% | 814 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 6,862 | 539 | 0.22% | 0.25% | 816 | -801 | -10.45% | Q1 2026 | Apr 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 7,244 | 538 | 0.52% | 0.35% | 817 | +2,057 | 39.66% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | No change | 7,180 | 533 | 0.05% | 0.07% | 818 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 7,165 | 532 | 0.07% | — | 819 | +7,165 | New | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,117 | 529 | 0.03% | 0.03% | 820 | -228 | -3.1% | Q1 2026 | Apr 24, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 7,078 | 526 | 0.95% | 0.73% | 821 | +1,728 | 32.3% | Q1 2026 | Apr 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 7,072 | 525 | 0.09% | 0.09% | 822 | -1,001 | -12.4% | Q1 2026 | May 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 6,985 | 519 | 0.03% | 0.03% | 823 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Montis Financial, LLC | History | Reduced | 6,951 | 516 | 0.11% | 0.13% | 824 | -2,352 | -25.28% | Q1 2026 | May 11, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 6,913 | 513 | 0.25% | 0.24% | 825 | -93 | -1.33% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | New | 6,832 | 507 | 0.04% | — | 827 | +6,832 | New | Q1 2026 | May 07, 2026 |
| Aerodigm Wealth, LLC | History | No change | 6,823 | 507 | 0.19% | 0.19% | 826 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 6,808 | 506 | 0.46% | 0.51% | 828 | -618 | -8.32% | Q1 2026 | May 11, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 6,771 | 503 | 0.37% | 0.37% | 829 | -471 | -6.5% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,685 | 497 | 0.01% | 0.01% | 830 | -3,040 | -31.26% | Q1 2026 | May 05, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 6,347 | 492 | 0.06% | 0.08% | 831 | -2,359 | -27.1% | Q1 2026 | Apr 20, 2026 |
| Well Done, LLC | History | No change | 6,605 | 491 | 0.07% | 0.07% | 832 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 6,602 | 490 | 0.16% | 0.23% | 833 | -2,606 | -28.3% | Q1 2026 | Apr 15, 2026 |
| Wright Wealth LLC | History | Added to | 6,510 | 484 | 0.32% | 0.29% | 834 | +359 | 5.84% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 6,499 | 483 | 0.23% | 0.32% | 835 | -3,723 | -36.42% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 6,469 | 481 | 0.01% | 0.0% | 836 | +1,914 | 42.02% | Q1 2026 | May 01, 2026 |
| Indie Asset Partners, LLC | History | Added to | 6,451 | 479 | 0.55% | 0.4% | 837 | +1,429 | 28.45% | Q1 2026 | May 08, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 6,450 | 479 | 0.05% | 0.06% | 838 | -624 | -8.82% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,438 | 478 | 0.03% | 0.03% | 839 | -347 | -5.11% | Q1 2026 | May 12, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 6,415 | 476 | 0.32% | 0.32% | 840 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 6,362 | 473 | 0.02% | 0.0% | 841 | +3,283 | 106.63% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Added to | 6,359 | 472 | 0.11% | 0.11% | 842 | +571 | 9.87% | Q1 2026 | Apr 21, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 6,337 | 471 | 0.09% | 0.1% | 843 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 6,324 | 470 | 0.02% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 6,321 | 469 | 0.03% | 0.03% | 845 | -326 | -4.9% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 6,300 | 468 | 0.01% | 0.01% | 846 | -496 | -7.3% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,293 | 467 | 0.04% | 0.01% | 847 | +3,776 | 150.02% | Q1 2026 | Apr 23, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,283 | 467 | 0.09% | 0.09% | 848 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 6,272 | 466 | 0.05% | — | 849 | +6,272 | New | Q1 2026 | Apr 15, 2026 |
| Bedminster, LLC | History | Reduced | 6,235 | 463 | 0.43% | 0.45% | 850 | -658 | -9.55% | Q1 2026 | Apr 24, 2026 |
| Squire Investment Management Company, LLC | History | No change | 6,222 | 462 | 0.13% | 0.13% | 851 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlTi Global, Inc. | History | No change | 6,205 | 461 | 0.01% | 0.01% | 852 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | Reduced | 6,163 | 458 | 0.31% | 0.32% | 854 | -26 | -0.42% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 6,167 | 458 | 0.03% | 0.02% | 853 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Payne Capital LLC | History | New | 6,115 | 454 | 0.42% | — | 855 | +6,115 | New | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Reduced | 6,104 | 453 | 0.48% | 1.01% | 857 | -1,359 | -18.21% | Q1 2026 | May 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 6,094 | 453 | 0.07% | 0.08% | 856 | -810 | -11.73% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | New | 6,062 | 450 | 0.03% | — | 859 | +6,062 | New | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 6,053 | 450 | 0.04% | 0.04% | 858 | -1,342 | -18.15% | Q1 2026 | May 01, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 6,032 | 448 | 0.34% | 0.42% | 861 | -2,061 | -25.47% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,018 | 448 | 0.0% | 0.0% | 860 | +825 | 15.89% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,000 | 446 | 0.02% | 0.02% | 862 | -150 | -2.44% | Q1 2026 | May 06, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 5,996 | 445 | 0.14% | 0.15% | 863 | -299 | -4.75% | Q1 2026 | Apr 08, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 5,972 | 444 | 0.04% | 0.04% | 864 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,956 | 442 | 0.01% | 0.01% | 865 | -6 | -0.1% | Q1 2026 | Apr 28, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,935 | 441 | 0.09% | 0.1% | 866 | -358 | -5.69% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 5,907 | 439 | 0.0% | 0.0% | 867 | +5,259 | 811.57% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 5,914 | 439 | 0.01% | 0.01% | 868 | +4 | 0.07% | Q1 2026 | May 12, 2026 |
| Foundry Financial Group, Inc. | History | No change | 5,878 | 437 | 0.22% | 0.21% | 869 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop National Bank | History | No change | 5,876 | 436 | 0.1% | 0.1% | 870 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 5,860 | 435 | 0.11% | 0.13% | 873 | -960 | -14.08% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,858 | 435 | 0.02% | 0.02% | 871 | -421 | -6.7% | Q1 2026 | Apr 17, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 5,861 | 435 | 0.05% | 0.04% | 872 | -80 | -1.35% | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Reduced | 5,849 | 434 | 0.04% | 0.03% | 874 | -353 | -5.69% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | No change | 5,826 | 433 | 0.24% | 0.24% | 875 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,810 | 431 | 0.03% | 0.03% | 876 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management, LLC | History | No change | 5,769 | 428 | 0.3% | 0.3% | 877 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Citizens Business Bank | History | No change | 5,756 | 427 | 0.07% | 0.07% | 878 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 5,755 | 427 | 0.19% | 0.19% | 879 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRB Wealth Management, LLC | History | New | 5,718 | 425 | 0.06% | — | 880 | +5,718 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 5,696 | 423 | 0.08% | 0.16% | 881 | -5,606 | -49.6% | Q1 2026 | May 07, 2026 |
| CONNING INC. | History | No change | 5,670 | 421 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | New | 5,648 | 419 | 0.05% | — | 883 | +5,648 | New | Q1 2026 | May 04, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 5,624 | 418 | 0.17% | 0.16% | 884 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,614 | 417 | 0.02% | 0.03% | 885 | -2,795 | -33.24% | Q1 2026 | Apr 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,580 | 414 | 0.15% | 0.14% | 886 | -138 | -2.41% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 5,569 | 414 | 0.07% | 0.07% | 887 | -64 | -1.14% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,535 | 411 | 0.0% | 0.0% | 888 | +542 | 10.86% | Q1 2026 | May 08, 2026 |
| Wharton Business Group, LLC | History | No change | 5,515 | 410 | 0.02% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,506 | 409 | 0.0% | 0.0% | 890 | +115 | 2.13% | Q1 2026 | May 14, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 5,460 | 405 | 0.14% | 0.19% | 891 | -2,240 | -29.09% | Q1 2026 | Apr 17, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 5,448 | 405 | 0.06% | 0.06% | 892 | -591 | -9.79% | Q1 2026 | Apr 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 5,445 | 404 | 0.0% | 0.0% | 893 | +1,673 | 44.35% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 5,444 | 404 | 0.08% | 0.08% | 895 | -27 | -0.49% | Q1 2026 | May 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 5,440 | 404 | 0.07% | 0.07% | 894 | +8 | 0.15% | Q1 2026 | Apr 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 5,415 | 402 | 0.01% | 0.01% | 896 | -170 | -3.04% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 5,414 | 402 | 0.07% | 0.06% | 897 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,364 | 398 | 0.02% | 0.02% | 898 | +131 | 2.5% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 5,269 | 391 | 0.03% | 0.03% | 899 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,228 | 388 | 0.01% | 0.01% | 900 | -96 | -1.8% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,199 | 386 | 0.03% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,088 | 382 | 0.03% | 0.02% | 902 | +108 | 2.17% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,132 | 381 | 0.04% | 0.04% | 903 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Magnolia Private Wealth, LLC | History | New | 5,083 | 377 | 0.25% | — | 904 | +5,083 | New | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 5,049 | 375 | 0.05% | 0.06% | 905 | -591 | -10.48% | Q1 2026 | Apr 17, 2026 |
| NOVEM GROUP | History | Added to | 5,040 | 374 | 0.04% | 0.04% | 906 | +442 | 9.61% | Q1 2026 | Apr 10, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 5,000 | 371 | 0.22% | 0.23% | 908 | -220 | -4.21% | Q1 2026 | Apr 21, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,992 | 371 | 0.09% | 0.09% | 907 | +22 | 0.44% | Q1 2026 | Apr 22, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 4,977 | 370 | 0.09% | 0.09% | 909 | -130 | -2.55% | Q1 2026 | Apr 09, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 4,981 | 370 | 0.27% | 0.26% | 910 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Opes Wealth Management LLC | History | No change | 4,958 | 368 | 0.06% | 0.06% | 911 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Index Fund Advisors, Inc. | History | No change | 4,917 | 365 | 0.02% | 0.02% | 912 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 4,889 | 363 | 0.07% | 0.08% | 913 | -1,183 | -19.48% | Q1 2026 | Apr 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 4,890 | 363 | 0.02% | 0.03% | 914 | -566 | -10.37% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,881 | 362 | 0.03% | 0.03% | 915 | +786 | 19.19% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 4,825 | 358 | 0.21% | 1.11% | 916 | -22,828 | -82.55% | Q1 2026 | Apr 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 4,640 | 345 | 0.12% | 0.12% | 917 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,638 | 344 | 0.09% | 0.13% | 918 | -1,782 | -27.76% | Q1 2026 | May 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 4,614 | 343 | 0.08% | 0.1% | 919 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wedmont Private Capital | History | Reduced | 4,410 | 342 | 0.01% | 0.01% | 920 | -406 | -8.43% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 4,593 | 341 | 0.08% | 0.2% | 921 | -7,032 | -60.49% | Q1 2026 | Apr 08, 2026 |
| CULBERTSON A N & CO INC | History | New | 4,595 | 341 | 0.04% | — | 923 | +4,595 | New | Q1 2026 | May 12, 2026 |
| Cambridge Financial Group, LLC | History | No change | 4,589 | 341 | 0.12% | 0.09% | 922 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 4,581 | 340 | 0.14% | 0.14% | 924 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 4,565 | 339 | 0.1% | 0.08% | 925 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 4,551 | 338 | 0.0% | — | 928 | +4,551 | New | Q1 2026 | May 04, 2026 |
| Insight Wealth Strategies, LLC | History | New | 4,547 | 338 | 0.04% | — | 929 | +4,547 | New | Q1 2026 | Apr 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,554 | 338 | 0.06% | 0.06% | 927 | -333 | -6.81% | Q1 2026 | May 01, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,551 | 338 | 0.01% | 0.01% | 926 | +32 | 0.71% | Q1 2026 | May 04, 2026 |
| Veracity Capital LLC | History | Reduced | 4,519 | 335 | 0.12% | 0.1% | 930 | -24 | -0.53% | Q1 2026 | Apr 09, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 4,501 | 334 | 0.05% | 0.03% | 931 | +1,368 | 43.66% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,450 | 330 | 0.03% | 0.03% | 932 | -1,182 | -20.99% | Q1 2026 | May 07, 2026 |
| Hirtle & Co., LLC | History | No change | 4,428 | 329 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 4,377 | 325 | 0.08% | 0.1% | 934 | -737 | -14.41% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,368 | 324 | 0.03% | — | 936 | +4,368 | New | Q1 2026 | Apr 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,358 | 324 | 0.04% | 0.05% | 935 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | Added to | 4,348 | 323 | 0.09% | 0.05% | 938 | +717 | 19.75% | Q1 2026 | May 04, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,350 | 323 | 0.05% | 0.05% | 937 | +160 | 3.82% | Q1 2026 | Apr 30, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 4,334 | 322 | 0.05% | 0.06% | 939 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 4,291 | 319 | 0.08% | — | 940 | +4,291 | New | Q1 2026 | Apr 07, 2026 |
| Dala Group, LLC | History | No change | 4,280 | 318 | 0.27% | 0.26% | 941 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Mosaic Advisors LLC | History | New | 4,128 | 316 | 0.47% | — | 942 | +4,128 | New | Q1 2026 | May 04, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,421 | 315 | 0.03% | 0.03% | 943 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Milestone Investment Advisors LLC | History | No change | 4,247 | 315 | 0.08% | 0.07% | 944 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Next Level Private LLC | History | New | 4,212 | 313 | 0.07% | — | 945 | +4,212 | New | Q1 2026 | Apr 23, 2026 |
| Synergy Financial Group, LTD | History | New | 4,169 | 309 | 0.23% | — | 946 | +4,169 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | New | 4,149 | 308 | 0.0% | — | 948 | +4,149 | New | Q1 2026 | May 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,143 | 308 | 0.1% | 0.09% | 947 | -440 | -9.6% | Q1 2026 | May 01, 2026 |
| Fulcrum Equity Management | History | Reduced | 4,142 | 307 | 0.3% | 0.61% | 949 | -4,853 | -53.95% | Q1 2026 | Apr 02, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 4,136 | 307 | 0.18% | 0.22% | 951 | -825 | -16.63% | Q1 2026 | Apr 23, 2026 |
| AA Financial Advisors, LLC | History | Added to | 4,137 | 307 | 0.04% | 0.05% | 950 | +699 | 20.33% | Q1 2026 | Apr 20, 2026 |
| Arlington Trust Co LLC | History | No change | 4,114 | 305 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 4,081 | 303 | 0.1% | 0.11% | 954 | -354 | -7.98% | Q1 2026 | Apr 20, 2026 |
| LVW Advisors, LLC | History | No change | 4,086 | 303 | 0.03% | 0.03% | 953 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,070 | 302 | 0.02% | 0.05% | 955 | -8,334 | -67.19% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 4,048 | 300 | 0.13% | 0.09% | 956 | +384 | 10.48% | Q1 2026 | Apr 20, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 4,030 | 299 | 0.09% | 0.08% | 957 | -18 | -0.44% | Q1 2026 | May 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 4,000 | 297 | 0.07% | 0.08% | 958 | -700 | -14.89% | Q1 2026 | Apr 28, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 4,007 | 297 | 0.25% | 0.28% | 959 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,859 | 295 | 0.08% | — | 960 | +3,859 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,948 | 293 | 0.0% | — | 961 | +3,948 | New | Q1 2026 | May 08, 2026 |
| Paladin Advisory Group, LLC | History | No change | 3,928 | 292 | 0.22% | 0.2% | 962 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,911 | 290 | 0.02% | 0.02% | 964 | +248 | 6.77% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 3,905 | 290 | 0.03% | 0.03% | 963 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Networth Advisors, LLC | History | Reduced | 3,881 | 288 | 0.2% | 0.22% | 965 | -386 | -9.05% | Q1 2026 | Apr 22, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 3,845 | 285 | 0.03% | 0.04% | 967 | -2,336 | -37.79% | Q1 2026 | Apr 27, 2026 |
| RHS Financial, LLC | History | Reduced | 3,846 | 285 | 0.14% | 0.17% | 966 | -1,021 | -20.98% | Q1 2026 | Apr 28, 2026 |
| Van Diest Capital, LLC | History | Reduced | 3,823 | 284 | 0.22% | 0.51% | 968 | -965 | -20.15% | Q1 2026 | May 15, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 3,778 | 280 | 0.18% | 0.18% | 969 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 3,761 | 279 | 0.01% | 0.01% | 970 | -315 | -7.73% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,749 | 278 | 0.01% | 0.01% | 971 | +184 | 5.16% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | New | 3,733 | 277 | 0.01% | — | 972 | +3,733 | New | Q1 2026 | May 07, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 3,725 | 276 | 0.18% | 0.15% | 973 | +720 | 23.96% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,605 | 274 | 0.0% | 0.0% | 975 | +577 | 19.06% | Q1 2026 | May 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 3,695 | 274 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 3,679 | 273 | 0.05% | 0.21% | 977 | -13,801 | -78.95% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 3,681 | 273 | 0.01% | 0.01% | 978 | +909 | 32.79% | Q1 2026 | Apr 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 3,682 | 273 | 0.15% | 0.12% | 976 | +659 | 21.8% | Q1 2026 | May 14, 2026 |
| Athena Investment Management | History | New | 3,663 | 272 | 0.14% | — | 981 | +3,663 | New | Q1 2026 | May 11, 2026 |
| Team Hewins, LLC | History | No change | 3,665 | 272 | 0.08% | 0.08% | 979 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Urban Financial Advisory Corp | History | No change | 3,668 | 272 | 0.1% | 0.1% | 980 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,656 | 271 | 0.1% | 0.16% | 985 | -2,518 | -40.78% | Q1 2026 | May 01, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 3,656 | 271 | 0.13% | 0.09% | 982 | +208 | 6.03% | Q1 2026 | Apr 27, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 3,657 | 271 | 0.06% | 0.05% | 983 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | No change | 3,605 | 271 | 0.09% | 0.09% | 984 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aurdan Capital Management, LLC | History | No change | 3,647 | 271 | 0.08% | 0.08% | 986 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 3,644 | 270 | 0.02% | 0.02% | 987 | -708 | -16.27% | Q1 2026 | Apr 27, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,630 | 269 | 0.89% | — | 988 | +3,630 | New | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,602 | 268 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 3,612 | 268 | 0.14% | 0.14% | 990 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,601 | 267 | 0.03% | 0.3% | 991 | -36,435 | -91.01% | Q1 2026 | May 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 3,569 | 265 | 0.05% | 0.06% | 992 | -148 | -3.98% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,560 | 264 | 0.0% | 0.0% | 994 | +262 | 7.94% | Q1 2026 | May 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,560 | 264 | 0.0% | 0.0% | 993 | +229 | 6.87% | Q1 2026 | May 01, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,561 | 264 | 0.04% | 0.04% | 995 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 3,539 | 263 | 0.0% | — | 997 | +3,539 | New | Q1 2026 | May 15, 2026 |
| Pacific Asset Management, LLC | History | No change | 3,543 | 263 | 0.15% | 0.15% | 996 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,502 | 260 | 0.01% | 0.01% | 998 | +1,245 | 55.16% | Q1 2026 | May 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,508 | 260 | 0.08% | 0.08% | 1000 | -441 | -11.17% | Q1 2026 | Apr 22, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 3,500 | 260 | 0.02% | 0.02% | 999 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 3,458 | 257 | 0.06% | — | 1004 | +3,458 | New | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 3,457 | 257 | 0.07% | — | 1003 | +3,457 | New | Q1 2026 | Apr 24, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 3,469 | 257 | 0.05% | 0.06% | 1002 | -77 | -2.17% | Q1 2026 | May 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,467 | 257 | 0.07% | 0.07% | 1001 | -30 | -0.86% | Q1 2026 | Apr 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,454 | 256 | 0.01% | — | 1007 | +3,454 | New | Q1 2026 | May 06, 2026 |
| Proactive Wealth Strategies LLC | History | New | 3,446 | 256 | 0.05% | — | 1008 | +3,446 | New | Q1 2026 | Apr 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,455 | 256 | 0.01% | 0.01% | 1006 | -8 | -0.23% | Q1 2026 | Apr 21, 2026 |
| DAVIDSON TRUST CO | History | No change | 3,451 | 256 | 0.11% | 0.1% | 1005 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Simmons Bank | History | Added to | 3,430 | 255 | 0.02% | 0.02% | 1010 | +84 | 2.51% | Q1 2026 | Apr 23, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,440 | 255 | 0.04% | 0.04% | 1009 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 3,309 | 253 | 0.08% | 0.08% | 1011 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 3,405 | 253 | 0.02% | 0.02% | 1012 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Advisor Network LLC | History | New | 3,380 | 251 | 0.35% | — | 1013 | +3,380 | New | Q1 2026 | Aug 06, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 3,197 | 248 | 0.05% | — | 1015 | +3,197 | New | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 3,336 | 248 | 0.01% | 0.02% | 1014 | -267 | -7.41% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 3,318 | 246 | 0.0% | 0.0% | 1016 | -507 | -13.25% | Q1 2026 | May 14, 2026 |
| Peak Planning Group, LLC | History | Reduced | 3,291 | 244 | 0.07% | 0.07% | 1017 | -142 | -4.14% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | New | 3,259 | 242 | 0.0% | — | 1022 | +3,259 | New | Q1 2026 | May 11, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 3,257 | 242 | 0.04% | 0.04% | 1019 | -8 | -0.25% | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 3,262 | 242 | 0.02% | 0.02% | 1018 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 3,390 | 242 | 0.01% | 0.01% | 1020 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 3,136 | 242 | 0.16% | 0.16% | 1021 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BCS Wealth Management | History | Reduced | 3,250 | 241 | 0.05% | 0.11% | 1023 | -12,436 | -79.28% | Q1 2026 | Apr 17, 2026 |
| Plan Group Financial, LLC | History | New | 3,249 | 241 | 0.06% | — | 1024 | +3,249 | New | Q1 2026 | Apr 13, 2026 |
| ARWA LLC | History | New | 3,107 | 240 | 0.12% | — | 1027 | +3,107 | New | Q1 2026 | Apr 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,236 | 240 | 0.25% | 0.34% | 1026 | -1,407 | -30.3% | Q1 2026 | Apr 23, 2026 |
| CFO4Life Group, LLC | History | No change | 3,231 | 240 | 0.04% | 0.03% | 1025 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortis Advisors, LLC | History | No change | 3,215 | 239 | 0.12% | 0.12% | 1028 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 3,227 | 239 | 0.06% | 0.05% | 1029 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,206 | 238 | 0.0% | 0.0% | 1030 | -323 | -9.15% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | Added to | 3,212 | 238 | 0.04% | 0.04% | 1031 | +228 | 7.64% | Q1 2026 | May 01, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 3,045 | 235 | 0.14% | — | 1035 | +3,045 | New | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,164 | 235 | 0.01% | 0.01% | 1033 | -287 | -8.32% | Q1 2026 | May 06, 2026 |
| VANGUARD GROUP INC | History | No change | 3,304 | 235 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,168 | 235 | 0.03% | 0.03% | 1034 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Klingman & Associates, LLC | History | New | 3,157 | 234 | 0.01% | — | 1036 | +3,157 | New | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Added to | 3,146 | 233 | 0.03% | 0.02% | 1037 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 3,128 | 232 | 0.02% | 0.01% | 1038 | +236 | 8.16% | Q1 2026 | May 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 3,132 | 232 | 0.1% | 0.09% | 1039 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | New | 3,110 | 231 | 0.0% | — | 1040 | +3,110 | New | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,101 | 230 | 0.01% | 0.04% | 1042 | -10,585 | -77.34% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,104 | 230 | 0.0% | 0.0% | 1041 | +199 | 6.85% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Management | History | Reduced | 3,085 | 229 | 0.26% | 0.39% | 1043 | -1,740 | -36.06% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,068 | 228 | 0.05% | 0.05% | 1044 | +211 | 7.39% | Q1 2026 | Apr 17, 2026 |
| Oder Investment Management, LLC | History | No change | 3,074 | 228 | 0.18% | 0.16% | 1045 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,043 | 226 | 0.06% | 0.06% | 1046 | -66 | -2.12% | Q1 2026 | Apr 09, 2026 |
| BAHL & GAYNOR INC | History | New | 3,028 | 225 | 0.0% | — | 1049 | +3,028 | New | Q1 2026 | May 07, 2026 |
| EJMK Ventures LLC | History | Reduced | 3,028 | 225 | 0.13% | 0.18% | 1048 | -1,084 | -26.36% | Q1 2026 | Apr 24, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 3,028 | 225 | 0.1% | 0.1% | 1047 | -77 | -2.48% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | No change | 3,023 | 224 | 0.01% | 0.01% | 1050 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avestar Capital, LLC | History | New | 3,002 | 223 | 0.01% | — | 1053 | +3,002 | New | Q1 2026 | May 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,007 | 223 | 0.14% | 0.12% | 1051 | +495 | 19.71% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 2,920 | 223 | 0.02% | 0.03% | 1052 | -167 | -5.41% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 2,992 | 222 | 0.03% | 0.03% | 1054 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Apollon Financial, LLC | History | No change | 2,993 | 222 | 0.03% | 0.03% | 1055 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 2,949 | 219 | 0.02% | 0.02% | 1056 | -113 | -3.69% | Q1 2026 | Apr 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 2,942 | 218 | 0.05% | 0.05% | 1057 | +70 | 2.44% | Q1 2026 | Apr 17, 2026 |
| Shearwater Capital LLC | History | No change | 2,898 | 215 | 0.11% | 0.12% | 1058 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 2,853 | 212 | 0.14% | — | 1060 | +2,853 | New | Q1 2026 | Apr 21, 2026 |
| Summit Global Investments | History | No change | 2,855 | 212 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clark Asset Management, LLC | History | New | 2,845 | 211 | 0.02% | — | 1062 | +2,845 | New | Q1 2026 | Apr 16, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 2,848 | 211 | 0.25% | 0.22% | 1061 | -42 | -1.45% | Q1 2026 | Jul 13, 2026 |
| SACHEM HILL LLC | History | Reduced | 2,833 | 210 | 0.04% | 0.06% | 1063 | -1,300 | -31.45% | Q1 2026 | May 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 2,820 | 209 | 0.06% | 0.06% | 1064 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 2,809 | 208 | 0.01% | 0.01% | 1065 | -38 | -1.33% | Q1 2026 | May 07, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,924 | 208 | 0.04% | 0.04% | 1066 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,774 | 206 | 0.03% | 0.03% | 1067 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | New | 2,760 | 205 | 0.08% | — | 1069 | +2,760 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,770 | 205 | 0.0% | 0.0% | 1068 | -90 | -3.15% | Q1 2026 | May 13, 2026 |
| Ballentine Capital Advisors, Inc | History | New | 2,754 | 204 | 0.08% | — | 1070 | +2,754 | New | Q1 2026 | Apr 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,741 | 203 | 0.02% | — | 1073 | +2,741 | New | Q1 2026 | Apr 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 2,734 | 203 | 0.06% | — | 1071 | +2,734 | New | Q1 2026 | Apr 21, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 2,734 | 203 | 0.03% | — | 1072 | +2,734 | New | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | New | 2,726 | 202 | 0.01% | — | 1077 | +2,726 | New | Q1 2026 | Apr 27, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 2,725 | 202 | 0.16% | — | 1075 | +2,725 | New | Q1 2026 | Apr 08, 2026 |
| JGP Wealth Management, LLC | History | New | 2,724 | 202 | 0.02% | — | 1076 | +2,724 | New | Q1 2026 | Apr 08, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 2,728 | 202 | 0.04% | 0.06% | 1074 | -1,214 | -30.8% | Q1 2026 | Apr 13, 2026 |
| BDFS Capital LLC | History | Reduced | 2,706 | 201 | 0.1% | 0.13% | 1078 | -842 | -23.73% | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 2,651 | 197 | 0.08% | 0.07% | 1079 | -280 | -9.55% | Q1 2026 | Apr 14, 2026 |
| BAYBAN | History | No change | 2,639 | 196 | 0.17% | 0.17% | 1080 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 2,585 | 192 | 0.04% | 0.04% | 1081 | +9 | 0.35% | Q1 2026 | Apr 06, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 2,615 | 189 | 0.21% | 0.42% | 1082 | -3,467 | -57.0% | Q1 2026 | May 15, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 2,485 | 185 | 0.09% | 0.09% | 1083 | -74 | -2.89% | Q1 2026 | Apr 22, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,495 | 185 | 0.16% | 0.15% | 1084 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | Added to | 2,478 | 184 | 0.06% | 0.01% | 1085 | +1,982 | 399.6% | Q1 2026 | May 22, 2026 |
| Balentine LLC | History | No change | 2,462 | 183 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,358 | 175 | 0.15% | 0.11% | 1088 | +641 | 37.33% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,362 | 175 | 0.01% | 0.01% | 1087 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 2,341 | 174 | 0.04% | 0.04% | 1089 | -46 | -1.93% | Q1 2026 | May 13, 2026 |
| S.A. Mason LLC | History | No change | 2,291 | 170 | 0.06% | 0.06% | 1090 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | No change | 2,285 | 169 | 0.08% | 0.07% | 1091 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,263 | 168 | 0.03% | 0.03% | 1092 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,212 | 164 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,196 | 163 | 0.02% | — | 1096 | +2,196 | New | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,195 | 163 | 0.04% | — | 1095 | +2,195 | New | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,196 | 163 | 0.01% | 0.01% | 1094 | +535 | 32.21% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,178 | 161 | 0.03% | 0.03% | 1097 | -56 | -2.51% | Q1 2026 | May 20, 2026 |
| Rossby Financial, LCC | History | Added to | 2,088 | 157 | 0.03% | 0.01% | 1098 | +1,447 | 225.74% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | No change | 2,088 | 155 | 0.06% | 0.06% | 1099 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| MCF Advisors LLC | History | No change | 2,043 | 151 | 0.01% | 0.01% | 1100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 1,968 | 146 | 0.04% | — | 1101 | +1,968 | New | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,918 | 142 | 0.02% | 0.02% | 1102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | Reduced | 1,892 | 140 | 0.09% | 0.09% | 1103 | -174 | -8.42% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,838 | 136 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bravera Wealth | History | No change | 1,821 | 135 | 0.06% | 0.07% | 1105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Reduced | 1,757 | 131 | 0.02% | 0.02% | 1106 | -52 | -2.87% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,637 | 121 | 0.1% | 0.09% | 1107 | -9 | -0.55% | Q1 2026 | Apr 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,612 | 119 | 0.02% | 0.02% | 1108 | +159 | 10.94% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,598 | 118 | 0.01% | 0.01% | 1109 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,579 | 117 | 0.01% | 0.02% | 1110 | -2,279 | -59.07% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,522 | 113 | 0.06% | 0.04% | 1111 | +467 | 44.27% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,507 | 112 | 0.0% | 0.0% | 1112 | +744 | 97.51% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 1,406 | 104 | 0.03% | 0.02% | 1113 | +424 | 43.18% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | Added to | 1,388 | 103 | 0.01% | — | 1115 | +1,384 | 34600.0% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,391 | 103 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,353 | 100 | 0.01% | — | 1117 | +1,353 | New | Q1 2026 | Apr 29, 2026 |
| Navigoe, LLC | History | No change | 1,348 | 100 | 0.06% | 0.06% | 1116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,322 | 98 | 0.05% | 0.05% | 1118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,331 | 98 | 0.05% | 0.05% | 1119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 1,317 | 97 | 0.03% | 0.01% | 1120 | +642 | 95.11% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 1,302 | 96 | 0.02% | 0.02% | 1121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | New | 1,256 | 93 | 0.03% | — | 1122 | +1,256 | New | Q1 2026 | May 01, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 1,229 | 91 | 0.05% | 0.08% | 1123 | -225 | -15.47% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | Added to | 1,220 | 90 | 0.01% | 0.01% | 1124 | +286 | 30.62% | Q1 2026 | May 07, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,203 | 89 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,115 | 82 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,060 | 78 | 0.01% | 0.01% | 1127 | -29 | -2.66% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | No change | 1,060 | 78 | 0.02% | 0.02% | 1128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,040 | 77 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tacita Capital Inc | History | New | 1,000 | 74 | 0.04% | — | 1130 | +1,000 | New | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 942 | 70 | 0.05% | 0.06% | 1131 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 936 | 69 | 0.01% | 0.01% | 1132 | -2 | -0.21% | Q1 2026 | May 08, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 923 | 68 | 0.04% | 0.04% | 1133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 919 | 68 | 0.07% | 0.06% | 1134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 905 | 67 | 0.01% | — | 1136 | +905 | New | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 944 | 67 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | New | 890 | 66 | 0.0% | — | 1138 | +890 | New | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | No change | 891 | 66 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 892 | 63 | 0.02% | 0.02% | 1139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 838 | 62 | 0.02% | 0.02% | 1140 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Imprint Wealth LLC | History | No change | 836 | 62 | 0.28% | 0.28% | 1141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 808 | 60 | 0.02% | 0.02% | 1142 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 784 | 58 | 0.06% | 0.05% | 1143 | +55 | 7.54% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 756 | 56 | 0.0% | 0.0% | 1144 | +514 | 212.4% | Q1 2026 | Apr 07, 2026 |
| Dunhill Financial, LLC | History | Added to | 764 | 56 | 0.01% | 0.01% | 1145 | +305 | 66.45% | Q1 2026 | May 06, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 741 | 55 | 0.04% | — | 1147 | +741 | New | Q1 2026 | Apr 16, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 750 | 55 | 0.0% | 0.0% | 1146 | +131 | 21.16% | Q1 2026 | Apr 17, 2026 |
| Dorato Capital Management | History | Reduced | 692 | 53 | 0.04% | 0.04% | 1148 | -100 | -12.63% | Q1 2026 | Apr 09, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 692 | 51 | 0.02% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | Aug 07, 2026 |
| NorthAvenue LLC | History | No change | 675 | 50 | 0.04% | 0.04% | 1150 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wells Financial Advisors INC | History | Reduced | 665 | 49 | 0.22% | 0.28% | 1151 | -1,390 | -67.64% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 668 | 49 | 0.01% | 0.01% | 1152 | +44 | 7.05% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 659 | 48 | 0.04% | 0.02% | 1154 | +341 | 107.23% | Q1 2026 | Apr 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 650 | 48 | 0.0% | 0.0% | 1153 | -133 | -16.99% | Q1 2026 | Apr 09, 2026 |
| Hurley Capital, LLC | History | Reduced | 643 | 47 | 0.03% | 0.03% | 1155 | -181 | -21.97% | Q1 2026 | May 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 642 | 47 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aventura Private Wealth, LLC | History | New | 622 | 46 | 0.02% | — | 1157 | +622 | New | Q1 2026 | May 05, 2026 |
| Rossmore Private Capital | History | No change | 616 | 45 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Reduced | 580 | 43 | 0.0% | 0.0% | 1159 | -20 | -3.33% | Q1 2026 | May 08, 2026 |
| Collier Financial | History | No change | 583 | 43 | 0.03% | 0.03% | 1160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 562 | 41 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CURIO WEALTH, LLC | History | No change | 561 | 41 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | New | 540 | 40 | 0.0% | — | 1166 | +540 | New | Q1 2026 | Apr 03, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 574 | 40 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | No change | 550 | 40 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ransom Advisory, Ltd | History | No change | 561 | 40 | 0.02% | 0.02% | 1165 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 529 | 39 | 0.0% | — | 1169 | +529 | New | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 529 | 39 | 0.02% | 0.02% | 1167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Breakwater Investment Management | History | No change | 528 | 39 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 499 | 37 | 0.02% | 0.02% | 1170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | No change | 496 | 36 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 482 | 35 | 0.02% | — | 1176 | +482 | New | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 484 | 35 | 0.0% | 0.0% | 1172 | -182 | -27.33% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Added to | 472 | 35 | 0.01% | 0.01% | 1175 | +35 | 8.01% | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 465 | 35 | 0.0% | 0.0% | 1173 | -34 | -6.81% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | No change | 473 | 35 | 0.01% | 0.01% | 1174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 462 | 34 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 466 | 34 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Richardson Capital Management LLC | History | No change | 425 | 31 | 0.01% | 0.02% | 1179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | Reduced | 410 | 30 | 0.0% | 0.0% | 1180 | -340 | -45.33% | Q1 2026 | Apr 28, 2026 |
| BankPlus Trust Department | History | No change | 409 | 30 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 401 | 29 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Bridge, LLC | History | No change | 400 | 29 | 0.01% | 0.01% | 1183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | No change | 392 | 29 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 372 | 27 | 0.02% | 0.02% | 1185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 361 | 26 | 0.01% | 0.01% | 1187 | -151 | -29.49% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 363 | 26 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 362 | 26 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROGCO, LP | History | Reduced | 346 | 25 | 0.01% | 0.01% | 1189 | -60 | -14.78% | Q1 2026 | May 04, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 325 | 24 | 0.02% | 0.02% | 1190 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 332 | 24 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Caldwell Trust Co | History | No change | 324 | 24 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Magnolia Wealth Management, LLC | History | New | 318 | 23 | 0.01% | — | 1194 | +318 | New | Q1 2026 | May 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 322 | 23 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 306 | 22 | 0.0% | 0.01% | 1195 | -508 | -62.41% | Q1 2026 | Apr 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 302 | 22 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 303 | 22 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairman Group, LLC | History | No change | 291 | 21 | 0.02% | 0.02% | 1198 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 296 | 21 | 0.02% | 0.02% | 1199 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CGC Financial Services, LLC | History | No change | 280 | 20 | 0.01% | 0.01% | 1200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Motiv8 Investments LLC | History | No change | 281 | 20 | 0.01% | 0.01% | 1201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 267 | 19 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 256 | 19 | 0.01% | 0.03% | 1203 | 0 | 0.0% | Q1 2026 | Jul 01, 2026 |
| Tidemark, LLC | History | New | 250 | 18 | 0.0% | — | 1206 | +250 | New | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 246 | 18 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | No change | 245 | 18 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 230 | 17 | 0.0% | — | 1208 | +230 | New | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | No change | 235 | 17 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | No change | 217 | 16 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 206 | 15 | 0.01% | — | 1212 | +206 | New | Q1 2026 | May 05, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Reduced | 206 | 15 | 0.01% | 0.02% | 1211 | -139 | -40.29% | Q1 2026 | Aug 05, 2026 |
| MTM Investment Management, LLC | History | No change | 211 | 15 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 201 | 14 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 190 | 14 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 176 | 13 | 0.0% | 0.02% | 1215 | -19,492 | -99.11% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | New | 187 | 13 | 0.01% | — | 1221 | +187 | New | Q1 2026 | Apr 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 178 | 13 | 0.01% | 0.01% | 1218 | -18 | -9.18% | Q1 2026 | May 08, 2026 |
| Kozak & Associates, Inc. | History | Added to | 169 | 13 | 0.0% | 0.0% | 1217 | +6 | 3.68% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | No change | 183 | 13 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 188 | 13 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 179 | 13 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 174 | 12 | 0.01% | 0.01% | 1222 | -3 | -1.69% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | New | 157 | 11 | 0.01% | — | 1228 | +157 | New | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 148 | 11 | 0.0% | — | 1227 | +148 | New | Q1 2026 | Apr 13, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 153 | 11 | 0.01% | 0.01% | 1225 | -4 | -2.55% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 159 | 11 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 150 | 11 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| United Community Bank | History | No change | 155 | 11 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WFA of San Diego, LLC | History | No change | 137 | 10 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 136 | 10 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 139 | 10 | 0.0% | 0.0% | 1231 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parvin Asset Management, LLC | History | No change | 139 | 10 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 144 | 10 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 122 | 9 | 0.0% | — | 1237 | +122 | New | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | No change | 128 | 9 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Lummis Asset Management, LP | History | No change | 133 | 9 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walsh & Associates, LLC | History | No change | 127 | 9 | 0.01% | 0.01% | 1236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 116 | 8 | 0.0% | — | 1240 | +116 | New | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 120 | 8 | 0.01% | 0.01% | 1238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 116 | 8 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Napier Financial, LLC | History | New | 105 | 7 | 0.0% | — | 1246 | +105 | New | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 100 | 7 | 0.0% | — | 1245 | +100 | New | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 1241 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 104 | 7 | 0.0% | 0.0% | 1242 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Planning Project LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | New | 90 | 6 | 0.0% | — | 1252 | +90 | New | Q1 2026 | Apr 08, 2026 |
| JPL Wealth Management, LLC | History | New | 81 | 6 | 0.0% | — | 1253 | +81 | New | Q1 2026 | May 08, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 90 | 6 | 0.0% | 0.0% | 1248 | +41 | 83.67% | Q1 2026 | Apr 03, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 86 | 6 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 93 | 6 | 0.01% | 0.01% | 1249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | No change | 87 | 6 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 71 | 5 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 67 | 4 | 0.0% | 0.0% | 1257 | -2 | -2.9% | Q1 2026 | May 12, 2026 |
| CITY HOLDING CO | History | No change | 60 | 4 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ESL Trust Services, LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 60 | 4 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 1261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 1262 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wagner Wealth Management, LLC | History | New | 48 | 3 | 0.0% | — | 1274 | +48 | New | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 47 | 3 | 0.0% | 0.0% | 1263 | -21 | -30.88% | Q1 2026 | May 04, 2026 |
| CHELSEA COUNSEL CO | History | No change | 51 | 3 | 0.0% | 0.0% | 1264 | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 50 | 3 | 0.0% | 0.0% | 1265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hoese & Co LLP | History | No change | 48 | 3 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 47 | 3 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1269 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 1270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| United Financial Planning Group LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 1272 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pioneer Family Office, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 37 | 2 | 0.0% | 0.0% | 1278 | +22 | 146.67% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | No change | 29 | 2 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Provident Wealth Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Register Financial Advisors LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 1279 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Roxbury Financial LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 1280 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 1283 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 17 | 1 | 0.0% | 0.0% | 1284 | -90 | -84.11% | Q1 2026 | May 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 23 | 1 | 0.0% | — | 1289 | +23 | New | Q1 2026 | May 07, 2026 |
| Darwin Wealth Management, LLC | History | New | 17 | 1 | 0.0% | — | 1287 | +17 | New | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | New | 17 | 1 | 0.0% | — | 1288 | +17 | New | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 1285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stephens Consulting, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1286 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.08% | — | -1,412,071 | -100.0% | Q1 2026 | May 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 1.59% | — | -83,013 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -74,866 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -69,764 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -56,236 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -44,338 | -100.0% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -41,423 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,831 | -100.0% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,035 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,391 | -100.0% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,277 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,963 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,361 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -7,728 | -100.0% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,575 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,369 | -100.0% | Q1 2026 | May 14, 2026 |
| WAYSTONE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,977 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Curated Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,639 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,561 | -100.0% | Q1 2026 | May 18, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,243 | -100.0% | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -3,954 | -100.0% | Q1 2026 | May 01, 2026 |
| Broussard Financial Group LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,804 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -3,729 | -100.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,349 | -100.0% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,213 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,111 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,084 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlas Brown,Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,936 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Western Financial Corp/CA | History | Closed out | 0 | 0 | — | 0.08% | — | -2,917 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,913 | -100.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,858 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Integrity Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,834 | -100.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,460 | -100.0% | Q1 2026 | Aug 10, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,720 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -481 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -308 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -301 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -232 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -158 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 01, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| Graney & King, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 18, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Front Row Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |